Disclaimer: I am not employed by Asana, but I’ve used Asana as an employee in 2 different businesses and for my own business. I also use Asana with my spouse for household management and finances. My recommendations are by no means the only way to use Asana.
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I very rarely add tasks from the “my tasks” panel. I would much rather add a task within a project, and then by default, anyone with access to that project would be able to see it. Adding a task not connected to a project will by default be private to you, which makes me nervous it might get missed. I keep a generic “To-Do” or “Misc” project for tasks that might not fit in any clear categories for team visibility.
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Asana & Email is a very broad topic. What exactly don’t you understand?
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I recommend using Dropbox or similar to store your documents, and rather than attaching to tasks or conversations in Asana, adding a link to the document. This prevents the potential of multiple versions being saved. I will attach documents for reference, but I always go back to the link for the most up-to-date version.
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It’s up to you how you want to break out what is a task and what is a project, but I’ll give you a couple examples below:
- I have a project called Social Media. Within that project, I might have tasks called “Schedule Facebook Post” and “Email Monthly Newsletter.” The Email Monthly Newsletter task has subtasks for “Gather Content,” “Format Email,” and “Update mailing list.” I complete the parent task (Email Monthly Newsletter) when I send or schedule the email.
- If I need to break out something beyond a handful of subtasks, I’ll use a project. (Ex: 2019 Tax Prep, Grand Opening, Commercial Spot).
I hope this helps you get started! Let me know if I need to clarify anything.