🎓 Academy training: Getting started with Asana

English Forum Events Post-training Hub
, , ,
1

Hi everyone, :wave:

Welcome and thank you for attending the Getting Started with Asana live training. We’re so glad you joined us! Continue your learning journey by signing up for Managing projects in Asana to learn how to plan, track, and report on projects in Asana.

This space is your go-to home to keep the momentum going. Revisit what you learned, ask follow-up questions, or connect with others who are just beginning their Asana journey, too.

:backhand_index_pointing_down: Watch the training recording below:


:books: Check out these additional resources:


:speech_balloon: Join the conversation!

This is your space! To celebrate everyone jumping in, we’re awarding the Otterly Driven badge to those who ask a question, share a comment, or simply leave a “Like” on this thread. :otter:

Here are a few ways to get involved:

  • Like this post or leave a comment below to automatically receive our exclusive Otterly Driven forum badge.
  • Got a question? No question is too small, drop it below and the community (or our team!) will jump in to help.
  • Picked up a handy tip? Share what’s working for you so others can learn from your experience.
  • New to the Forum? Review these Forum basics

Hit Reply below to jump in. We can’t wait to hear from you! :raising_hands:

8 Likes
About the Post-training Hub category
3

Hello everyone, welcome to our Post Training Hub! :waving_hand: :star_struck:

Here are some great questions that came up during today’s session:

1. What’s the difference between projects and portfolios in Asana?
Projects are where the actual work happens; this is where you create tasks, assign owners, and set due dates.
Portfolios, on the other hand, are used to track multiple projects at a high level.
:backhand_index_pointing_right: Simple: Projects do the work, Portfolios monitor the work.

2. How can we recover archived projects?
Go to your sidebar → click “Show more” under Projects → browse projects → select status → “Archived projects.”
From there, open the project and click “Unarchive.”

3. What’s the best way to utilize templates?
Templates help you standardize repeatable work.
You can create a project, save it as a template, and reuse it whenever needed, great for onboarding, campaigns, or recurring workflows. This saves time and keeps things consistent.

4. Can you import a list of tasks from another file (like Excel or Word)?
Yes! You can use the CSV import feature in Asana.
Just upload your file, map the columns (task name, due date, assignee, etc.), and Asana will create the tasks for you.
Note: Word files would need to be converted to CSV first.

5. Is there a way to have every new task or project item automatically assigned to me?
There’s no global default setting for this, but you can:

  • Create a rule in a project to auto-assign tasks to you

  • Use * templates with you already set as the assignee

  • Or create tasks from My Tasks, where you’ll be the default assignee

These are all fantastic questions! Thanks for being so engaged! :raising_hands:
Feel free to continue dropping any additional or follow-up questions here. Looking forward to helping you all get the most out of Asana! :slightly_smiling_face:

2 Likes
4

Hello everyone, welcome to the Post Training Hub. :waving_hand:
Below are key questions raised during today’s session:

  1. How do I move a project into a team?**
    Open the project → click the project name dropdown at the top → select “Move to another team” → choose the destination team and confirm. You may need admin access in both teams.

2. How can I convert subtasks to tasks?
Open the subtask → click the three dots (•••) → select “Convert to task”. It will become a full task and can be added to a project independently.

3. What is a milestone task?
A milestone is a task type used to mark key points or progress in a project (e.g., approvals or major deadlines). It helps track progress and important checkpoints visually.

4. How can I make a project template?
Open a project → click the dropdown next to the project name → select “Save as template”. You can then reuse it to create new projects with the same structure.

5. How do I create my own section?
Inside a project, click “Add section” at the top left corner. You can also do Tab+N → name the section → press Enter. You can then drag tasks into it.

Really appreciate all the engagement today. These were fantastic questions! :raising_hands:
Keep the questions coming here anytime as you continue working in Asana. :slightly_smiling_face:

3 Likes
5

Hi everyone :waving_hand: Welcome to the Post Training Hub! :star_struck:

Here are some of the key questions that came up during today’s session:

  1. When tasks are assigned, is the assumption that all owners need an Asana license?
    In Asana, users assigned to tasks need to have access to the workspace, meaning they must be added as either a member or a guest. Not all assigned users require a paid license. Internal teammates typically use paid seats, while external collaborators can be added as free guests as long as the project is shared with them.

  2. How can we create dependencies between tasks? Can we have predecessor and successor columns similar to Microsoft Project?
    You can create task dependencies using the “Depends on” relationship, which works similarly to predecessor/successor links in Microsoft Project. This allows you to sequence work so one task must be completed before another begins. However, Asana does not use separate predecessor or successor columns; dependencies are managed at the task level and are best visualized in Timeline view.

  3. What is the difference between projects and portfolios, and how are goals used?
    Projects, Portfolios, and Goals serve different levels of planning. Projects are where the actual work lives, like tasks, deadlines, and day-to-day execution. Portfolios provide a high-level view of multiple projects so you can track progress, status, and overall health in one place. Goals focus on outcomes and the “why” behind the work, connecting projects to broader team or company objectives.

    In short: projects are the work, portfolios track the work, and goals define success.

  4. Can I export an Asana project to Excel? If so, how?
    Yes, you can export a project from Asana to Excel, but it is done through a CSVexport, which Excel can open.

    To do this, open the project, click the drop-down menu (top right), then select Export/Print → CSV. The file will download to your computer and can be opened in Excel.

    The export includes key task data such as task name, assignee, due date, status, and custom fields (if visible in the project view). Note that this is a one-time export; there is no live sync between Asana and Excel.

  5. Can a task have more than one assignee?
    Asana’s mission is to drive clarity, so that everybody knows who is responsible for doing what by when. For this reason, a task can only have one assignee. If several people need to collaborate on a task, you can either add them as collaborators or create subtasks and assign those subtasks to the applicable person. You can learn more about assignees in this Help Center article: https://help.asana.com/hc/en-us/articles/14079133477787-Understanding-tasks#gl-assignee

Thanks so much for all the participation today, really great questions! :raising_hands:
Don’t hesitate to drop more questions here anytime as you continue exploring Asana. :asanacurated:

2 Likes
6

Hi Irish, thanks for the session. I refer to our conversation on the zoom call. As you can see in my screenshot, ‘Book accommodations’ and ‘book flights’ are doubling up as a parent task and subtask in my list view.

Screenshot 2026-04-29 115118
Screenshot 2026-04-29 115118573×332 32.1 KB

2 Likes
7

Thanks @Fabian_Kwok ! And welcome to the community :star_struck:

This happens because the Subtasks are also interconnected to the project. (that’s why it’s showing up both as a subtask/indented and a separate row just like a parent task).

To resolve this, open the task detail pane for your Subtasks “Confirm passports and copies of passport” & “Book accommodations,” then remove the interconnected project by clicking “X” beside the project title.

Screenshot 2026-04-29 at 11.10.34
Screenshot 2026-04-29 at 11.10.341494×788 51.4 KB

Let me know if this works! :smiley:

2 Likes
8

Yes it works, but now i find myself with a subtask within a subtask and the second subtask doesn’t show on my list?

Screenshot 2026-04-29 131106
Screenshot 2026-04-29 131106876×202 25.4 KB

2 Likes
9

Hey @Fabian_Kwok ,

Subtasks shown in the list view will only be at 1 level deep.
Although you can have 5 levels of subtasks, it could be hard to track all of the subtasks within a subtask. We recommend keeping it to 1 level so that you can monitor it in your main project view. Hope this helps! :smiley:

1 Like
10

Hi everyone, thanks again for your time today! :blush:
Quick check-in to hear your thoughts:

Which feature in Asana are you most likely to use first?

  • Tasks
  • Projects
  • Portfolios

Reply with one :slightly_smiling_face: (or feel free to share your own!) :star_struck:

12

Hey everyone :waving_hand:

Great having you in the Getting Started with Asana session! :asanacurated:

Quick question for you:

:backhand_index_pointing_right: What’s the first thing you’re planning to try in Asana after today?

Just drop one word or a short sentence. I’d love to see what stood out for you! :blush:

If you’re short on time, a quick reaction to this post :+1::heart::rocket: is also perfect, so I know you’re here :blush:

13

Thanks, everyone, for joining the APAC session today!:star_struck:

Here’s an insightful question I want to share:

Q: Where do you create the individual staff profiles?
A: Navigate to Profile icon → Admin console → Manage Users
Click the three dots → Profile to set individual names, job titles, etc.

Screenshot 2026-05-05 at 13.56.15
Screenshot 2026-05-05 at 13.56.151422×1166 157 KB

14

Hey everyone! Thank you for joining the Getting Started with Asana training! :raising_hands:

Quick check-in:

What feature would you like to learn more about in Asana? I want to know what you’re curious about, and we can talk about it here, or I can also include it in a future training. Let me know! :face_with_monocle:

Feel free to reply with just a few words! Looking forward to your thoughts! :nerd_face:

15

Really useful training - looking forward to my Otterly driven badge

3 Likes
16

Hey everyone, appreciate your time today! :blush:

Wanted to share one of the great questions asked during the session:

Q: What field can I use in my project to show how much time each task will take to complete?

A: Use Time tracking fields to capture how long tasks will take.
In your project, go to Customize → Fields → Time your work to add two fields:
Estimated time (budget how long each task should take)
Actual time (track time spent, via timer or manual entry)

image
image1087×515 42.2 KB

If you have any questions, feel free to post them here. I’d love to help get them answered! :heart_eyes:

17

Thank you @Hannah_Baker2, and welcome to the community! :star_struck:

18

Thanks, everyone, for joining the APAC session today!:star_struck:

Here’s an insightful question I want to share:

Q: Should AI be enabled by the administrator to be able to use this feature?
A: Yes, Super admins of organizations and workspace billing owners and creators can enable or disable Asana AI features. This is an article about it: https://help.asana.com/s/article/asana-ai-features-and-admin-controls?language=en_US