How To Use Workflows In Asana

Asana is one of the best workflow management tools out there. With its free version that allows you to collaborate with up to 15 people, its perfect for small teams and startup businesses. Now, if you’re new to Asana, and you wish to learn how to integrate your workflows to the platform, check our tutorial below.


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Workflows are processes about how you get things or tasks done. It helps in keeping track of work by having everyone on the same page. In addition, workflows make it easier to assign tasks and monitor the progress of individual members and the whole team as well.

With Asana, you can manage your workflows efficiently, handle your team’s tasks, and monitor deadlines in one place. In this way, everyone involved in the project can see what they need to do and the overall progress of the team’s work.

Workflows in Asana

To integrate and use your workflow in Asana, you need to create a project. You can start these projects from scratch or choose a template from the different types of preset layouts.

If you already have a plan or workflow design in mind, you can start with a blank project and work your way from there. So in this guide, we’ll teach you how to create a new project, add new collaborators, and how to assign tasks.

Create a New Project

  1. Click the orange plus icon at the upper right side of your and select “Project” from the dropdown.

  2. Choose whether to start from scratch, from a template, or to import a spreadsheet. But for now, choose to create a “Blank project.”

  3. Add a project name, change its privacy status, and choose a default view.

  4. Click “Create Project.”

There’s no need to think about the name, privacy, and default view too much since you can always change them anytime.

Add Members

Invite everyone on your team to collaborate on your project. To send invitations, click on the share button at the top of your screen.

You can either invite people through email or by copying and sending the project link.

You can also change the privacy settings of the project from here. The project owner can make it private for task collaborators only, or public to all members of your Workspace.

Project Layouts

There are a couple of different views you can use in Asana to help sort and filter tasks and assignments in your project. Each one of these layouts is useful in managing your workflow.

If you want to sort and view tasks in sections you can sort, we recommend List and Boards. While the former gives you a lot of sorting and filter features you can use, the latter sort all the sections in columns.

But if your priority is task deadlines or status, the optimal ones to use are the Calendar or Timeline view. These types of view sort and list tasks according to their due dates.

Add Tasks

Using the List or Board view, you can add different tasks and assign them to your team. To create one, click the plus icon on either the List or Board view.

After that, change its name, add instructions in detail, and modify a bunch of other settings. When you finalize the task, add a due date, and assign it to a team member.

Project Templates

Now that you know how to create projects from scratch, we can explore some of the templates you can use on Asana. These preset projects give you sample premade layouts for different kinds of work.

Whether your work needs a product roadmap or an editorial calendar, Asana got you covered. All you need to do is create a project and select from different templates across various types of work.

Advanced Features

If you find the free limited version lacking, you can opt to avail of Asana premium, business, or enterprise. While these deals can be quite expensive, they offer tools that can help you monitor, control, and customize your workflow even more efficiently.

So if you’re looking for more features and resources that can track team projects and work progress, Premium is the one for you. It gives you access to the Dashboard and Timeline layout that shows the overview of all the tasks on the workflow.

But if you’re on a large company, organization, or team that needs more control, features, and to work across different approaches, you might opt to subscribe with the Business or Enterprise deals.

Conclusion

A workflow is a method on how you finish your tasks and work. Workflow management tools like Asana makes it easier for teams to do their jobs effectively and efficiently by keeping everyone updated and on the same page.

So now that you know how to create and use workflows in Asana, you can now invite people to your team and start working. Whether you’re from a large company or a small group, you can find Asana useful in managing your workflows.