Asana

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident interface use - You will quickly get comfortable with the Asana interface and move efficiently through panels, menus, and views, so your day-to-day project work becomes faster and easier to manage.

Better project structure - You will learn how to build projects that match your team’s workflow, choose the right settings, and organize tasks so every stage of delivery stays clear and easy to track.

Effective task management - You will create, edit, and prioritize tasks in a way that supports real project goals, reduces confusion, and helps you respond more quickly when priorities change.

Smoother team collaboration - You will learn how to invite team members, assign ownership, communicate in comments, and monitor progress without losing key decisions across scattered messages and updates.

Clear work breakdown - You will use sections, subtasks, tags, and labels to organize even complex projects, making information easier to filter and helping you find the most important work faster.

Automation of routine work - You will build templates and automation rules that reduce manual effort, speed up recurring processes, and help your team maintain a consistent way of working across projects.

Stronger tool integration - You will see how to connect Asana with Slack, Teams, Google Drive, Dropbox, or Jira to reduce app switching and improve the flow of information, files, and project updates.

Progress and workload insight - You will create reports, dashboards, and progress analyses that help you assess workload, spot delays earlier, and make better project decisions based on visible data.

Training programme

1. Introduction to Asana

presentation of the Asana program:
- history,
- purpose,
- basic functions,
creating an account and configuring basic settings,
overview of the user interface:
- navigation,
- panels,
- menu.

2. Basic Asana functions

creating projects:
- different types of projects,
- settings and options,
adding and managing tasks:
- creating,
- editing,
- prioritization,
assigning tasks:
- roles,
- deadlines,
- statuses.

3. Work organization in Asana

creating sections and subtasks:
- task structuring,
using labels and tags:
- categorization and filtering.
project views:
- list,
- board,
- calendar,
- timeline.

4. Team collaboration

inviting team members to projects,
communication and collaboration:
- comments,
- attachments,
- notifications,
delegating tasks and monitoring progress.

5. Practical exercises

practical exercises in creating projects and tasks,
exercises in assigning tasks and communication in the team.

6. Advanced Asana functions

project templates:
- creating and using,
automation rules:
- creating rules automating work,
resource and workload management:
- planning and monitoring.

7. Integrations with other tools

integrations with communication tools (Slack, Microsoft Teams),
integrations with document management tools (Google Drive, Dropbox),
integrations with other project management applications (Trello, Jira).

8. Reporting and analyses

creating reports:
- basic and advanced reports,
progress analysis:
- charts,
- diagrams,
- dashboards,
using tools for data analysis:
- external applications and add-ons.

9. Practical exercises

exercises in creating templates and automation rules,
exercises in integrating Asana with other tools,
exercises in creating reports and analyses.

10. Question and Answer Session

open forum:
- participants ask questions regarding Asana,
problem solving:
- case studies and real examples.

What are the prerequisites for participating in the training?

Basic computer skills - You should be comfortable using a computer, a web browser, and online applications so you can complete the exercises smoothly and navigate the Asana environment with ease.

Understanding task-based work - You should understand tasks, deadlines, ownership, and work statuses so you can more easily apply the Asana features covered in class to your everyday workflow.

Teamwork experience - You should have basic experience working with other people on shared tasks, because the training includes delegation, communication, and tracking progress in a team.

Readiness for hands-on practice - You should be ready to work independently during exercises, including creating projects, tasks, rules, and reports based on the practical examples used in training.