Grow Proficient in Asana

Q: Incorporate Custom Fields

Custom Fields are the real workhorse of Asana. Create fields for information you need tied to the work. Custom Fields can: Track progress. Assign priority. Categorize Tasks into types. Provide additional information at a glance. Track/estimate time spent. Learn more about Custom Fields.

Q: Add Rules and Workflows

Another powerhouse of Asana are the Rules and Workflows , which help you automate work that follows a predictable pattern. They prevent Tasks from falling through the cracks! Learn more about Workflow builder.

Senior IT Project Manager

Danielle Conti

Front-end Web Developer

5-min read

Now that you’re feeling confident about the basic tools in Asana, you’re ready for next steps!

Incorporate Best Practices

Be Specific

Make Task names specific and action oriented, so it's clear what needs to be done. Start with a present-tense verb to get into the action (e.g., create, communicate, test, inform, review, edit, add, etc.).
Add Notes

Add a Task description, related files, dates, or comments. Future you (or whoever you’re assigning the work to) will appreciate having the extra information.
Set a Due Date

When assigning a Task to a teammate (Collaborator), set a Due date (even if it's just a guess). It should be clear for each Project and Task who is responsible for what, and when it is due!
Add Collaborators to Projects

Add teammates as Collaborators on Projects and/or Tasks, so they can stay up-to-date on Task progress. Ping them by @(their name) when you comment on a Task.

Use Asana's Robust Features

Incorporate Custom Fields

Custom Fields are the real workhorse of Asana. Create fields for information you need tied to the work.

Custom Fields can:

Track progress.
Assign priority.
Categorize Tasks into types.
Provide additional information at a glance.
Track/estimate time spent.

Learn more about Custom Fields.

Set Dependencies

Project planning is a little like setting up dominoes. To make sure everything falls in the right order, set up Task dependencies, so it’s clear which Tasks are waiting on other Tasks.

Learn more about task dependencies.

Add Rules and Workflows

Another powerhouse of Asana are the Rules and Workflows, which help you automate work that follows a predictable pattern. They prevent Tasks from falling through the cracks!

Learn more about Workflow builder.