# New user to Asana - Best Practices? **URL:** \ **Category:** Asana In Practice\ **Created:** [21 December 2021 17:24 UTC](https://forum.asana.com/t/new-user-to-asana-best-practices/146973 "2021-12-21T17:24:49Z")\ **Posts on this page:** 4\ **Page:** 1
**Author:** ![anon98154505](https://luna1.co/8d76cd.png) [@anon98154505](https://forum.asana.com/u/anon98154505)\ **Post date:** [21 December 2021 17:24 UTC](https://forum.asana.com/t/new-user-to-asana-best-practices/146973/1 "2021-12-21T17:24:49Z")
I am a new user and I have watched many of the videos while onboarding and learning to navigate Asana. Are there any tips, tricks or suggestions of best practices? I am trying to set myself up for success and I really like Asana so far from what I am learning. Thank You so much! ---
**Author:** ![Mike\_Tammaro](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/mike_tammaro/32/88051_2.png) [@Mike\_Tammaro](https://forum.asana.com/u/Mike_Tammaro)\ **Post date:** [21 December 2021 17:44 UTC](https://forum.asana.com/t/new-user-to-asana-best-practices/146973/2 "2021-12-21T17:44:00Z")
Hi @anon98154505, Welcome to Asana! We are happy that you are utilizing this platform. There are so many suggestions on best practices, and honestly, there’s no wrong answer. Asana can be catered to any type of business, but I can give you some base-level suggestions for starters: 1. Utilize Rules! - Rules have the ability to automate your workflow and keep yourself and your team organized. Asana has rule templates, but when you familiarize yourself with this automation, you have the ability to create custom rules that fit your needs. 1. Create Portfolios to keep track of all outstanding projects - For my company, we work on anywhere from 30-100 projects per quarter, and I am the sole Project Manager for these projects. There are times where each project needs to be looked at from a “big picture” standpoint. Portfolios allow you to organize projects by workflow, as well as see the project completion rate without having to open every individual project. 1. Join the Asana Ambassador Program! - For me, I was spearheading my organization’s onboarding to Asana. I had used it in a limited fashion previously, but I had no idea about managerial practices. Joining the Ambassador program allowed me to learn things I never thought possible with Asana and in return ask questions, inquire about tips and tricks just as you are doing, and eventually become knowledgeable of Asana’s best practices. Those are some of my simple suggestions that I hope will help you along your journey. ---
**Author:** ![Larry\_Berger\_lpb](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/larry_berger_lpb/32/276017_2.png) [@Larry\_Berger\_lpb](https://forum.asana.com/u/Larry_Berger_lpb)\ **Post date:** [21 December 2021 17:49 UTC](https://forum.asana.com/t/new-user-to-asana-best-practices/146973/3 "2021-12-21T17:49:41Z")
Welcome, @anon98154505, > [@anon98154505](#): > > Are there any tips, tricks or suggestions of best practices? I’d recommend (disclaimer; I’m a contributor): > [@open\_book Asana Mind: 100+ Tips and Tricks from Asana experts - A new free eBook](https://forum.asana.com/t/asana-mind-100-tips-and-tricks-from-asana-experts-a-new-free-ebook/139689): > > Hi Community wave, When you see names like Larry, Phil, Jerod, Andrea, Julien, Rashad, or Bastien, they probably ring a bell bell. We are a tight group of Forum Leaders (among others), recognized by Asana for our engagement with this community. We live and breathe Asana heart and the forum is full of our answers as well as our original posts memo. But who wants to spend hours looking for the best posts on the forum? As an Asana user, you want to be as efficient as possible. So we put t… and in general the #tipsandtricks:tips-from-our-community category here. I also offer a few articles, videos, webinars, tools at: > **[Asana Consulting @ Trilogi: Connect the dots...](https://www.trilogisoftware.com/aconsulting.html#featured)** > > Asana Services Partner consulting, training, integrations Hope that keeps you busy! Larry ---
**Author:** ![system](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/system/32/276370_2.png) [@system](https://forum.asana.com/u/system)\ **Post date:** [30 May 2025 19:04 UTC](https://forum.asana.com/t/new-user-to-asana-best-practices/146973/4 "2025-05-30T19:04:47Z")