Asana

Asana is a project management tool designed to help teams organize, track, and manage their work. This guide provides an overview of how to set up and use Asana within our lab.

Setting Up Your Asana Account

  1. Request Access:

    • If you need access to Asana for your work but have not yet been added, contact our research manager or project research coordinator.
  2. Create Your Account:

    • Upon approval, you will receive an invitation email from Asana. Follow the link in the email to create your account and set your password.
  3. Complete Onboarding:

    • Once you are logged into Asana, complete the required training there.

Selected Asana Terminology

  • Divisions: Departments in a larger organization that function separately from the rest of the organization. We belong to the Biomedical Informatics Division.

  • Teams: Subsets of people in a Division collaborating on projects.

  • Projects: Groups of tasks. Projects can have an end date and be archived when completed, or they can be ongoing.

  • Tasks: Action items assigned to individuals with due dates. Tasks can be one-off items or set to recur. Tasks can also be dependent on other tasks, creating a workflow.

  • Subtasks: Tasks broken down into smaller steps, each with their own due date and assigned team member. Subtasks include a space for instructions.

  • Comments: Located at the bottom of each Task and Subtask, comments create a time-stamped record of questions, answers, and updates. Tag team members in comments using the @ symbol to notify them.

Help and Training Resources

  • Training Session: Training on how to use Asana, following departmental guidelines, will be provided by our research coordinator upon request. Please contact your Research Coordinator to arrange for training sessions.
  • Asana Help & Getting Started: Access via the lower left corner of the Asana screen after logging in.
  • Additional Training and Tutorials:
  • Asana Community: Ask the Asana Community