Asana

Topics: Fields, Tasks, Rules, Views, Search

Asana How-To Intermediate

This guide provides step-by-step instructions on how to access and manage custom fields in Asana. It explains how to show or hide fields in the list view, add new fields, and close details once you're done.

How to Access and Manage Custom Fields

This guide explains how to add emojis to Asana views, sections, and tasks. It provides step-by-step instructions for adding emojis using the emoji keyboard on both Windows and Mac. Adding emojis can make your Asana experience more visually appealing and organized.

Using Emojis in Asana Views, Sections, and Tasks

This guide provides a step-by-step walkthrough of the project actions bar and options in Asana. It explains how to access and utilize various settings and features, such as editing project details, reviewing project permissions, setting color and icon, copying projects, saving as a template, adding to a portfolio, importing tasks, and exporting/printing tasks. It also clarifies the difference between archiving and deleting a project.

Project Actions Bar and Options

This guide explains how to use filters in List View in Asana. It provides step-by-step instructions on how to navigate to the project, access the filter options, and add multiple filters. It also mentions the availability of pre-made "Quick filters" and the ability to filter by any field in the project. The guide highlights the usefulness of filters, such as filtering by when tasks were last modified or by assignee. It also mentions the option to save filters for longer-term use.

How to Use Filters in List View in Asana

This guide explains how to create a saved search in Asana. It provides step-by-step instructions on how to use advanced search filters, select specific projects and collaborators, and save the search for future use. It also offers examples of useful saved searches.

How to Create a Saved Search in Asana

This guide provides step-by-step instructions on how to create a custom field in Asana with notifications. By following these steps, users can easily add a custom field to their project and set up notifications for when the field's value is changed. This guide also includes information on which field types can be used for notifications and how to share the custom field with others in APTA.

Creating a Custom Field in Asana with Notifications

This guide provides step-by-step instructions on how to effectively search, use advanced search, and save searches in Asana. It covers both basic and advanced search options, allowing users to search by various criteria such as assignee, project, collaborators, attachments, completion status, and due dates. It also explains how to share and save search results for future reference.

How to Search, Use Advanced Search, and Save Searches in Asana

This guide provides a step-by-step process for filtering tasks in Asana using multiple options from a single-select custom field. By following these instructions, users can easily narrow down their task list based on specific criteria, ensuring efficient task management and organization.

Filtering Using Multiple Single-Select Custom Field Options in Asana

This guide explains what dependencies are in Asana and how to add them to tasks. It is important to understand task dependencies in order to determine the order in which activities need to be performed. The guide provides step-by-step instructions on how to add dependencies in Asana, allowing users to easily track and manage the relationships between tasks.

What are Dependencies in Asana and How to Add Them

This guide provides step-by-step instructions on how to turn on custom notifications for a specific field in Asana. By following these steps, users can ensure that collaborators are notified whenever the value of a field is changed, improving communication and keeping everyone updated in the project.

Turn on Custom Notifications for an Existing Drop Down Field

This guide provides step-by-step instructions on how to create and use task templates in Asana. It explains two different methods for creating templates and highlights the benefits of using templates, such as saving time and ensuring consistency.

Creating a Task Template in Asana

This guide provides step-by-step instructions on how to customize fields in Asana. It explains how to add fields from the library, create custom fields, change the list view, delete fields, hide fields, and unhide fields.

How to Customize Fields in Asana

This guide provides a step-by-step process for marking a task as approved in Asana. By following these instructions, users can easily set approval statuses for tasks in their projects, allowing for better organization and communication within their team.

Setting a Task as an Approval in Asana

This guide provides examples of rule options in Asana, a project management tool. It covers various scenarios such as adding tasks to additional projects, automatically adding collaborators, moving tasks to different sections, marking tasks as complete, creating subtasks, and organizing form submissions.

Examples of Rule Options in Asana

This guide provides step-by-step instructions on how to change the "My Tasks" view in Asana. It explains the different view options available and how to customize them according to your preferences. By following this guide, you can optimize your task management and improve your productivity in Asana.

How to Change "My Tasks" View in Asana

Set Out of Office Dates in Asana

This guide explains how to create a follow-up reminder task in Asana. It provides step-by-step instructions on how to navigate to the project, select the task, and create a follow-up task. It also highlights the importance of designating the recipient and project for the follow-up. This guide is helpful for anyone using Asana to manage tasks and ensure effective follow-up.

How to Create a Follow-Up Reminder Task in Asana

This guide provides step-by-step instructions on how to create custom project views in Asana. It explains how to make copies of existing views, rename them, set them as default views, and customize filters and sorts. It also explains how to remove custom views from projects. This guide is useful for anyone who wants to personalize their project views in Asana for better organization and efficiency.