All ZedBiz
2
Lesson

Lesson 2: Asana Tasks

 Create Tasks

Create tasks by typing in a list or by using Quick Add, which is a shortcut. Sending a message from any email address can also allow you to create tasks. Type the names of the task and add any necessary description in the editable right pane. Assign the task and associate it to a project. You can also upload an attachment. Set a due date and also add any collaborators to the tasks as well.


 Actions List

  1. Click the three dot icon in the right pane and select from the task action menu. 
  2.  Enter full screen mode
  3. Add to projects
  4. Mark as Milestone
  5. Add tags
  6. Duplicate Task
  7. Create follow-up task
  8. Make task public
  9. Print
  10.  Access advanced actions

                       

Duplicate Tasks

  1. Click the three dot icon from the right pane
  2. Select Duplicate Task
  3. Identify the components of the task you want to duplicate
  4. Select the create new task.

 

Merge Tasks

  1. Click the three dot icon from the right pane and select merge duplicate task.
  2. Begin typing the task’s name you wish to merge with or select one in the dropdown. 
  3. Locate the duplicate task and click.

 

Convert to Project

  1. Click the three dot icon from the right pane.
  2. Navigate to advanced actions and from the drop-down menu choose convert to a project
  3. Enter the project’s name
  4. Select the team you would like to add the project to
  5. Identify what fields you would like to convert
  6. Select Convert


How to add a Task to a Project

  1. Click the three dot icon from the right pane
  2. Hover over add to another project and click through
  3. You now have the option add to a project
  4. Select the project you would like to add the task to