Are you a new client collaborating with a tech company that uses Asana to track tasks and manage projects? Feeling frazzled by the need to learn another software tool? Don’t worry—this simplified step-by-step guide will help you leverage Asana effectively. As a client, using Asana can help streamline communication, provide transparency on the progress of a project, and can help ensure tasks are completed on time. Here are some tips on how to get started-
Step 1: Accept Your Asana Invitation
Your service provider or project manager will send you an invitation to join their project in Asana. Simply accept the invite that you receive in your email to get started.
Step 2: Familiarize Yourself with the Asana Dashboard
The Asana dashboard is your central hub. Key sections include:
- Home
- My Tasks
- Inbox
- Portfolios
- Projects
Click on the Projects tab to view all the projects you’re involved in. Each project is displayed as a separate entity with its own tasks, timelines, and team members or if you’ve been invited to a specific project, you will have immediate access to view all tasks associated to the project by clicking on the list tab.
Step 3: Communicating in Asana
Each task within a project has a comment section at the bottom. Use this space to communicate directly about specific tasks. Tag team members by typing @ followed by their name to ensure they receive a notification about your comment. Asana’s flexibility allows you to receive updates via email when someone adds you as a collaborator on a task. You can reply directly from your email or go to the Asana dashboard to respond.
Step 4: Tracking Progress
Tasks are organized in lists under each project. Each task can be assigned to a team member, given a due date, and tagged with relevant details. As a client, you can view the status of each task to see what has been completed and what is still pending.
Step 5: Choosing Not to Use Asana
If you decide you don’t actually want to use Asana as a platform, you also have the option to reply to emails, as they are all connected to the Asana project and will update the project just the same as if the person actually used Asana itself. You also have the ability to write to the project itself.
At Watermelon, we have integrated Asana with many other parts of our project management ecosystem, so people don’t need to worry about having to enter requests and data in multiple places, it has a very flexible API, so we can hook it up to client project management systems with relative ease.
By following a few easy steps, you’ll be an Asana master in no time, ensuring smooth communication, clear project tracking, and timely task completion. Make Asana your trusty sidekick and watch it pay off in the long run!
