Every organization is familiar with the need to manage projects effectively. Whether working on the business (projects for improving the business and processes themselves), or in the business (projects and tasks for doing the day to day work), project management is an important skill for managers and leaders alike. But this is easier said than done. Many project management systems are extremely complex and time consuming to use, make sharing and delegation of tasks extremely difficult, or lack the necessary reports and views to make sense of projects in progress and how they relate to each other. In this training program, participants will gain the skills and knowledge needed to use Asana: a web and mobile software application designed to help teams organize and track their projects and work.

Instructional Objectives:

This training program provides participants with the opportunity to develop confidence and competence in using Asana as a technical tool to manage teams, projects and work groups in their organization.


The following topics will be covered:

  • Day 1: High Level Overview of Asana capabilities including:
    • Overview of all functionality and examples of how it can be used to optimize productivity, accountability and teamwork in the organization.
    • Identification and prioritization of opportunities to use Asana in the organization.
    • Selection of key projects and processes to begin drafting
    • Setup of a domain
    • Creating Teams
    • Navigating the Asana interface
      • Understanding project owner vs members
    • Understanding organizations vs workspaces


  • Day 2: Fundamentals of Asana for personal task management including:
    • Overview of the Personal Priorities Project and how to use it to optimize personal and team productivity
    • Assigning roles and due dates
    • Project & Task permissions
    • Creating sub-tasks
    • Attaching documents
    • Comments & conversations
    • Copying and moving tasks
    • Dealing with email notifications and followers
  • Day 3: Project planning and management basic and advanced functions
    • When is something a project
    • Projects vs. tasks
    • Creating projects, sections and tasks
    • Copying, moving and archiving projects
  • Day 4: Intermediate Asana skills such as:
    • Creating recurring tasks
    • Working with dependencies
    • Creating project templates to save time on future work
    • Emailing to Asana, responding to tasks from emails
    • Creating custom fields
    • Connecting external calendars
    • Understand how to update the Project Progress view
    • Understanding views
    • Working with board and gantt-type timeline views
  • Day 5: Use cases, habits and strategies for using Asana
    • Asana at a Strategic Board level
    • Asana at a CEO or leadership level
    • Asana as a Project Manager
    • Asana by department
    • Building Asana habits
    • Using Asana on mobile
    • Using Asana to create a Living Business Plan
    • Using Asana to create an employee management tool
    • Asana APIs and Integrations

Measurable Learning Outcomes:

By the end of the training participants will:

  • Have an in-depth understanding of the Asana user interface and how to navigate and use it to optimal advantage.
  • See and define opportunities to create projects and project templates organization-wide.
  • Understand how to map organizational processes to Asana for better operational transparency.
  • Have begun using Asana in their daily work.
  • Have an action plan for optimizing the use of Asana within the organization over the next 3 months.

Note: Leaders who find this software training beneficial also benefit from our Result of Note ™ Systems Thinking training program for both managers and staff.

This program builds competencies in the following areas:

Duration: 12 Hours, 20 Hours, 24 Hours, 36 Hours, 40 Hours

Format: Entrepreneur Training, Group Training, One-on-One Training