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📝 How to Use Asana for Task & Project Management

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🔐 Purpose

Asana is used at Easy Air Rentals to manage tasks, projects, and ongoing initiatives across all departments. This SOP will guide you through the platform’s core functions and expectations for daily use.

✅ Step-by-Step Instructions

1️⃣ Log In to Asana

  • Go to asana.com
  • Use your assigned Asana login credentials.
  • If you do not have access or need to be added to a workspace, contact Katie.

2️⃣ Main Sections to Know

📋 My Tasks
  • View your assigned tasks across all projects.
  • Tasks are usually sorted by Due Today, Upcoming, and Later.
  • You should check this daily at the start of your shift.
📁 Projects
  • Each department or initiative has its own project board (e.g., Inquiries, Inspections, Marketing).
  • Inside a project, you’ll see:
    • Task titles
    • Assignees
    • Due dates
    • Subtasks
    • Notes & attachments
🧷 Inbox
  • Shows task updates, mentions, and changes you’re tagged in.
  • Use this to stay on top of team collaboration and status updates.

3️⃣ Using Tasks Properly

✅ Creating a Task
  • Click the “+ Add Task” button.
  • Add a clear title, description, and due date.
  • Assign the task to the correct person and add followers if others need to stay in the loop.
  • Always assign tasks to yourself or someone specific — never leave a task unassigned.
✏️ Editing a Task
  • Update status, priority, or due date as needed.
  • Add comments, documents, or links to keep everything in one place.
🔁 Subtasks
  • Use for breaking down a task into actionable steps.
  • You can assign subtasks individually and set separate deadlines.

4️⃣ Daily Use Guidelines

  • Complete or update any tasks that are due or overdue.
  • Add comments to communicate progress or blockers.
  • Mark tasks as complete when finished ✅.

5️⃣ Team Expectations

  • Respond to task comments and updates within your shift.
  • Do not delete tasks unless approved by your supervisor.
  • Use Asana to track work progress, not just for to-do lists — it’s a communication and accountability tool.

🧠 Tips for Effective Use

  • Use tags like “URGENT,” “Pending Review,” or “Follow-Up” when needed.
  • Add screenshots or links in the comments for context.
  • Turn on email notifications if you’re not logged in often, but check Asana directly for accuracy.