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Productivity

How to use tasks in Asana

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Author
Created with Tango by:
Nicole Pietrangelo
i
Last Updated:
September 26, 2023
Software
Use case
Productivity

Intro

Asana is a software company that provides a project management tool designed to help teams organize and collaborate on their work. Asana allows users to create tasks and subtasks, assign them to team members, set due dates, add attachments and comments, and track progress towards completion. Tasks can be organized into projects and boards, which can be customized to match the team's workflow.

To use tasks in Asana, simply create a new task, assign it to the appropriate team member, set a due date, and add any necessary details. As tasks are completed, team members can mark them as done, and the project progress will update automatically. Asana provides a streamlined and organized way for teams to work together and stay on top of their projects.

In this guide, we'll walk you through everything you need to know about using tasks in Asana, from creating and assigning tasks to tracking progress and completing them. We'll cover the basics of task management in Asana, as well as more advanced features like task templates, recurring tasks and more.

How to Create a Task in Asana

To create a task in Asana, start by opening the project in which you want to create the task. Next, click on the "Add Task" button located at the top of the project page. This will open a new task window where you can enter the task name, assign it to a team member, set the due date, and add any additional details or attachments. Once you have entered all the necessary information, click "Create Task" to save it to the project. From there, you can track the progress of the task, communicate with your team members, and collaborate on its completion.

1. Log into your Asana account 

2. Click on the "+" symbol

Click on the "+" symbol

3. Click on "Task"

Click on "Task"

4. Create a name for your task

Create a name for your task

5. Assign your task

Assign your task

6. Select the project where you want your task to live

Select the project where you want your task to live

7. Create a description for your task (if applicable)

Create a description for your task (if applicable)

8. Click on "Create Task"

Click on "Create Task"

How to Assign a Task in Asana

To start assigning tasks in Asana, you'll need to create a project and add your team members. From there, you can create tasks and assign them to specific team members. You can also set due dates, add attachments, and leave comments to provide additional context and instructions.

1. Log into your Asana account 

2. Select the Asana project you'd like to work in

Select the Asana project you'd like to work in

3. Find the task you'd like to assign and click into the "Assignee" box

Find the task you'd like to assign and click into the "Assignee" box

4. Select the correct assignee

Select the correct assignee

How to See Completed Tasks in Asana

One of the easiest ways to view completed tasks in Asana is to use the search function. By using specific keywords in your search, you can quickly filter your task list to show completed tasks within a specific date range or project. Additionally, you can also use Asana's advanced search feature to create custom search filters that show completed tasks based on different criteria, such as task assignee or completion date. Another way to view completed tasks is to use Asana's task completion history, which provides a chronological list of completed tasks for a specific project or team member.

1. Log into your Asana account 

2. Click on "My Tasks" in the lefthand menu

Click on "My Tasks" in the lefthand menu

3. Click on "Incomplete tasks"

Click on "Incomplete tasks"

4. In the dropdown menu, click on "Completed tasks"

In the dropdown menu, click on "Completed tasks"

5. View your completed tasks

View your completed tasks

How to Hide Completed Tasks in Asana

In this guide, we'll show you how to hide completed tasks in Asana, so you can keep your workspace clean and focused. Whether you're a project manager trying to stay on top of a complex project or a team member looking to streamline your workflow, hiding completed tasks can be a useful tool.

1. Log into your Asana account 

2. Select the Asana project you'd like to work in

Select the Asana project you'd like to work in

3. Click "All tasks"

"All tasks" is a setting that means both incomplete and complete tasks will be displayed within your project. 

Click "All tasks"

4. Click "Incomplete tasks". Once selected, your complete tasks will no longer be visible.

Click "Incomplete tasks". Once selected, your complete tasks will no longer be visible.

How to Create a Task Template in Asana

In this guide, we'll walk you through the step-by-step process of creating a task template in Asana, so you can streamline your workflow and boost productivity. To get started, you'll need an Asana account and access to the Asana workspace where you want to create your task template. Once you have those in place, you can start creating your template by following the steps we've outlined below.

1. Log into your Asana account 

2. Select the Asana project you'd like to work in

Select the Asana project you'd like to work in

3. Click on the task that you'd like to convert to a template

Click on the task that you'd like to convert to a template

4. Click on "More actions" for this task

Click on "More actions" for this task

5. Click "Convert task to template"

Click "Convert task to template"

How to Make a Task Recurring in Asana

One of the great features of Asana is the ability to make a task recurring. This means that you can set up a task to repeat at specific intervals, whether it's daily, weekly, monthly, or annually. By making a task recurring, you can save time and ensure that important tasks are completed on schedule without having to remember to create a new task each time. In this guide, we will show you how to make a task recurring in Asana so that you can stay on top of your work and increase your productivity.

1. Log into your Asana account 

2. Select the Asana project you'd like to work in

Select the Asana project you'd like to work in

3. Find the task you'd like to make recurring and click into the "Due date" box

Find the task you'd like to make recurring and click into the "Due date" box

4. Click the "Set to repeat" icon

Click the "Set to repeat" icon

5. Select the cadence of which you'd like your task to recur

Your options are weekly, monthly, yearly, periodically, and custom.

Select the cadence of which you'd like your task to recur

6. Once you've selected your cadence, choose which day(s) you'd like your task to recur

Once you've selected your cadence, choose which day(s) you'd like your task to recur

7. Your task is now set to recur!

Your task is now set to recur!

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