Tips & Tricks of Asana

Many of our clients use Asana to contact us with support requests. We use Asana as it is far eaiser for everyone to keep track of tasks and progress than having to fish through old email threads to remember who's doing what! If you are new to Asana, I'll be outlining some Tips here for you to get started more easily.

Creating a task:

You can create a task under by clicking on the “+” button at the top of “New Request” column on your board. Then enter the name of the task you would like to discuss.

Creating a task in Asana

Adding detail to a task:

You can add various pieces of information to a task that will help our support team assist you. To begin adding information to a task, simply click on it to expand the view. From here you can add a description to the task, by clicking on the “description” field.

Be sure to “tag” your primary support contact in the post; you can do this by writing a comment at the bottom, and typing “@name of support member”. Tagging them in the post ensures that they will see your task in a more timely manner.

Add detail to an Asana task

Attaching Files to a task:

You can attach any relevant files to the task, either by dragging and dropping the file into the card, or by hitting paperclip symbol at the top of the task, and selecting your file.

Attach files to a task in Asana

Checking for updates:

Once you’ve setup a task, you’ll want to check for an update. To do this, you can either go to your board, by clicking on it on the left hand side, or by clicking on “Inbox” at the top of the page.

Check for an update in Asana

Keep your inbox clean:

No-one likes a messy inbox, having to scroll through reams of irrelevant data is the worst. Luckily, Asana have a great feature for removing this issue; when you are done with an update in your inbox, hover over the item, and click on the “x” to the right.

Clean your inbox in Asana

If you have any other questions, let us know!

Picture of Martin a Customer Support Manager

Martin Sanderson

Customer Support Manager
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