Asana - Project Management - Intermediate to Advanced

Explore Asana's reporting hub on premium to create your first dashboard, customize charts (incomplete tasks by project), and apply filters before saving and adding to favorites.

Build an Asana dashboard focused on tasks by project, adding charts for incomplete, overdue, and upcoming tasks, and progress views like most completed tasks, with style changes and data population.

Explore how to drill down in your Asana dashboards to reveal low-level task details behind each chart, update due dates directly, and see how changes reflect after about 30 seconds.

Drag and drop to rearrange your dashboard charts, prioritizing overdue tasks or upcoming tasks. However, you cannot resize charts or create a full-width chart, so only reordering is supported.

Create a private Asana dashboard and share it with your team when ready, inviting members to grant view-only access and ensure data visibility matches project permissions.

When you can't see the reporting tab in Asana, contact your company administrator to enable the reporting functionality, since admins can turn off this feature.

Create custom charts from scratch in Asana, selecting chart type and scope (workspace or project), then visualize progress with line, donut, and number charts including the sales pipeline total.

Address the sub-tasks inheritance limitation by using Asana's multiselect to apply the same due date, status, and owner to multiple sub-tasks, and establish dependencies to streamline large roadmaps.

Link company goals to daily work in Asana using OKRs, set main goals and sub-goals, assign owners, and measure progress with linked metrics across projects.

Engage leadership with live Asana dashboards that visualize task status, velocity, and assignees, and drill down to update plans in real time.

Learn how Asana's proofing feature lets stakeholders attach images or PDFs, leave pinpoint feedback that becomes subtasks, and track completion to streamline reviews and move projects forward.

Learn to lock custom fields in Asana, available for business and enterprise users, by creating a budget field as a number (USD, no decimals) and restricting edits to yourself.

Create tasks from email in Asana without integration by sending to your Asana address, attach files, and see the task appear in your workspace; configure your profile to select workspace.

Track task time in Asana using the Harvest integration, enabled via profile settings, linking projects and the timer; free for individuals, $12 per month per person for teams.

Explore Asana's vast template library to start projects quickly, customize prebuilt templates by type for marketing, product design, operations, sales, and customer success, and save time with best-practice structures.

Track multiple projects with Asana's Portfolios tab, create portfolios, add projects, and update status with priority and roadblocks for a bird's eye view.

Customize your Asana portfolio by adding a total approved budget field in USD without decimals to track budgets at the portfolio level and save the layout as the default view.

Explore the portfolio timeline view in Asana, understanding how start and end dates control project display and how to switch from list to timeline for an annual overview.

Explore the progress tab to view four projects in the portfolio, monitor statuses; two on track, one at risk, one off track, and update the portfolio due date and goals.

Explore the portfolio workload view to map each task to timelines, assign hours, and set weekly capacity to reveal over- or under-utilization across team members.

Manage all portfolio communications in the messages tab, including status updates and team mentions. Format, record, and share messages, attach files, and turn conversations into follow up tasks.

Export your portfolio outside of Asana using the actions menu to download a CSV or Google Sheets file, and note that the portfolio link reflects your saved layout default.

Learn how to share portfolios in Asana by inviting members, setting a portfolio owner, copying a portfolio link, sending access notifications, and controlling visibility with private or public access.

Use Asana to run daily scrum meetings with a standup template, board view, and per-person tasks. Track yesterday, today, and roadblocks with sub-tasks and comments, keeping sessions under 15 minutes.

Utilize Asana's sprint planning template to map a two-week sprint with a board and timeline view, assign tasks, dependencies, and daily standups for efficient delivery.

Learn how to gather customer feedback in Asana using the Customer Feedback template and forms, auto-populating submissions into board view with actioning, backlog, and prioritization.

learn to use the Asana product roadmap template to quickly create a product roadmap, share with stakeholders for buy-in, and align teams via list and timeline views.

Learn to capture ad-hoc requests using the asana work requests template, manage them in a centralized system from new to in-progress to completed, and standardize intake with forms.

Learn to use the Asana bug tracking template to capture, assign, and track bugs from a form through backlog, in progress, and ready, with automation rules.

Learn to integrate Zoom with Asana by adding Zoom to a project, authorizing the connection, and creating and launching meetings directly from Asana, with recordings saved to the project plan.

Explore Asana's board view and calendar view to automate task management with customizable rules, moving tasks between sections like do today, this week, and completed tasks.

Integrate Slack with Asana to enable notifications, create tasks from Slack, and automate updates with rules for direct messages and channel alerts, boosting team collaboration.

Plan your Asana use with a clear daily, weekly, and quarterly structure. Block two 30-minute slots to review inbox and old comments, update tasks, and archive completed projects.

Master the essential skills to run any type of project in Asana. Practice applying these skills in your own projects to ensure success.