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https://blog.asana.com/2018/02/asana-tips/
Always ensure your Asana tasks are current. Dates should always be set to today or in the future, never in the past.
Tasks and projects with past dates should be marked as complete or rescheduled for a future date.
My Tasks is your central hub for all tasks assigned to you.
You can filter tasks by completed work, upcoming deadlines, or future tasks.
Regularly check My Tasks to stay on track and be aware of new assignments.
Top Tips for Using My Tasks:
Assign due dates to tasks and prioritize them as Today, Upcoming, or Later.
Use the filter icon to sort tasks by due date or completion.
Utilize Calendar View for a better grasp of your schedule and adjust due dates as needed.
Type @ followed by the name of a person, task, or project to link them in Asana.
@mentioning teammates generates a notification, ensuring visibility of your message.
Linking tasks and projects in Asana creates direct references, streamlining communication.
Custom templates in Asana help document and standardize processes.
They ensure consistent execution of repeatable processes such as event planning, employee onboarding, and product launches.
Top Tips for Custom Templates:
Templates are set to comment-only to prevent accidental alterations.
Turn any repeatable process into a custom template for efficiency and consistency. Some of our favorites are event planning, new employee onboarding, and product launches.
When a task relates to multiple areas, such as a blog post that's part of your editorial calendar and also tied to an upcoming marketing campaign, add it to both relevant projects.
This method avoids the need to duplicate tasks, ensuring that all work and updates are centralized.
It allows for more efficient tracking of progress and updates in a single location, while also making the task visible in the most relevant project context for different team members.
For instance, a blog reviewer can access and review the draft within the editorial calendar project, while the campaign manager can monitor the same task in the marketing project, ensuring that the content aligns with campaign goals.
Use start dates to pace your work and give teammates clear timelines for task completion.
Start dates help in planning and prevent last-minute rushes or overlooking tasks with too much lead time.
Asana offers a vibrant way to organize your work without the clutter of physical sticky notes and highlighters.
Utilize the color-coding feature to categorize and prioritize your projects and tasks visually.
Set distinct colors for different projects by selecting your preferred hue from the project header dropdown menu, aiding in quick identification of project types.
Keep your sidebar neat and visually appealing by color-coordinating it.
Customize the color settings for your custom fields to enhance clarity and ease of tracking. For instance:
Use Red to indicate tasks that are "on hold."
Yellow can represent tasks that are "in review."
Green signifies tasks that have been "completed."
This color-coding system enables team members to quickly scan and interpret task statuses or project categories, making workflow management more intuitive and efficient.