How to create a template in Asana?

To organize tasks in List and Board view in Asana, follow the steps given below:

• Open your Asana account
• In the List View, group tasks by sections and assign priorities, due dates or assignees
• Show tasks as cards arranged in columns in Board View that represent different steps of the workflow
• Drag and drop the tasks between sections in List View or columns in Board View to organize them
• Switch between List and Board views anytime to manage tasks visually or in a structured list.

To integrate Outlook with Asana, follow the steps given below:

• Open Outlook and navigate to the Microsoft AppSource
• Install the Asana Add-In
• Open an Outlook email.
• Log into Asana via the add-in
• Choose an email
• Make a task with details

With the help of the add-in, you can monitor and manage Asana tasks straight from Outlook.

To export data from Asana, follow the steps given below:

• Open your Asana account
• Go to the list or project you wish to export
• Press on the drop-down arrow beside the name of the list or project
• Hit Export/Print
• Select the file format you wish to export as, such as CSV.

To invite teammates to Asana, follow the steps given below:

• Open your Asana account
• Make a team
• Add members
• Click on ‘privacy settings’
• Make a project on the team page.
• Press on the ‘orange’ plus button
• Click on Invite
• Input the email addresses of the people you wish to invite
• Hit Send

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