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PLATFORM
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CAPABILITIES
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PLATFORM

 * Product overview
 * All features
 * Latest feature release
 * App integrations


CAPABILITIES

 * project iconProject management
 * Projects
 * Project views
 * Tasks
 * Custom fields
 * Status updates
 * goal iconGoals and reporting
 * Goals
 * Reporting dashboards
 * Portfolios
 * asana-intelligence iconAsana AI
 * workflow iconWorkflows and automation
 * Rules
 * Forms
 * Bundles
 * portfolio iconResource management
 * Capacity planning
 * Workload
 * Time tracking
 * my-task iconAdmin and security
 * Admin console
 * Permissions


ALL PLANS

 * list iconPersonal
 * premium iconStarter
 * briefcase iconAdvanced

Solutionschevron-down icon


TEAMS

 * Operations
 * Marketing
 * IT
 * Leaders


INDUSTRIES

 * Healthcare
 * Retail
 * Education
 * Nonprofit


USE CASES

 * Goal management
 * Organizational planning
 * Project intake
 * Resource planning
 * Product launches
 * View all use casesarrow-right icon


FEATURED READS

 * DemoAI has joined the teamWatch nowarrow-right icon
 * ReportThe State of AI at Work 2024 - The Work Innovation LabRead
   morearrow-right icon

Resourceschevron-down icon


LEARN

 * Help Center
 * Asana Academy
 * Certifications
 * Forum


DISCOVER

 * Work management hub
 * Customer stories
 * Events


SUPPORT & SERVICES

 * Get Support
 * Developer support
 * Partners
 * Customer Success


TEMPLATES

 * Project plans
 * Team goals & objectives
 * Team continuity
 * Meeting agenda
 * View all templatesarrow-right icon

Enterprise
Pricing

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Contact sales

View demo

Download app

Help Center

 * Getting started

 * Topics

 * Video tutorials

Get support

Log in


TOPICS

Intro to Asana


ASANA BASICS

 * Setting up your Asana profile
 * Collaborating in Asana
 * Getting started with Asana’s mobile app
 * Moving your everyday workflows to Asana
 * Make the most of your Asana trial
 * Save time in Asana
 * Asana Community Forum basics
 * Navigating Asana
 * How Asana works
 * Create tasks in Asana
 * Powerful Asana features for work management
 * Understanding privacy and visibility in Asana
 * Create projects in Asana
 * Asana desktop app
 * How to use Asana help resources


TEAM MEMBERS

 * Comments, messages, and status updates
 * Stay informed with your Asana Inbox
 * Create projects quickly with templates
 * Automate and scale your work with the Customize menu
 * Assign tasks to teammates
 * Find work fast with search
 * Manage and prioritize your tasks
 * You’ve been invited to Asana; now what?
 * Maximize productivity with My tasks


TEAM LEADS

 * Top Asana integrations
 * Planning with Asana calendar
 * Building cross-functional workflows in Asana
 * Monitor initiatives and track work with portfolios
 * Plan and execute projects with timeline
 * Help your team adopt Asana
 * How to invite team members to Asana
 * Create and use Asana workflows
 * Level up your projects with the customize menu
 * Tracking project progress
 * Setting and tracking progress towards goals
 * Blueprints for deadline-bound projects and ongoing processes
 * Reporting with dashboards
 * Reporting with workload
 * Asana for team leads
 * Share project updates
 * Establish conventions for your team


ADMINS

 * Security controls in Asana
 * A guide to divisions in Asana
 * How to set up your organization
 * Managing Asana at scale
 * What are the different admin roles in Asana?
 * What is the admin console?
 * Member and team management

Organize your work


TASKS

 * Text formatting in Asana
 * Proofing
 * Task fields
 * Email tasks to Asana
 * Custom fields in My tasks
 * Task actions
 * Task comments and attachments
 * Scheduling tasks using start dates, due dates, and times
 * Tags
 * Converting tasks into projects
 * Views in My tasks
 * Save time in Asana
 * Subtasks
 * Understanding tasks
 * Rules in My tasks
 * My Tasks


PROJECTS

 * Files View
 * List view
 * Project customization and views
 * Preparing data for CSV import
 * Timeline
 * Understanding projects
 * Import data from other tools to projects in Asana
 * Critical path on timeline
 * Managing tasks and dependencies with timeline
 * Project owner and members
 * Project importing and exporting
 * Gantt view
 * Board view
 * Project overview tab
 * Notes view
 * Advanced CSV import options
 * Sections
 * Calendar view


TEAMS

 * Team basics
 * Team admin


COLLABORATION

 * Inbox
 * Messages
 * Use Asana and email
 * Email notifications


SHARING AND PRIVACY

 * Editor access level
 * Viewer project access level
 * Private custom fields
 * Team permissions
 * Forms access permissions
 * Permissions overview
 * Project permissions
 * Restricted custom field values
 * Team content permissions for team admins
 * Project admin access level
 * Domain-wide admin controls
 * Custom field access levels
 * Individual project permissions
 * Project privacy settings
 * Sharing and limiting access to teams
 * Task permissions
 * Read-only links


SEARCH

 * Search and search views


MOBILE

 * Asana for iOS
 * Android basics
 * Search on Android
 * Creating tasks and projects on Android
 * Portfolios on Android
 * Inbox on Android
 * Search on iOS
 * Portfolios on iOS
 * Creating tasks and projects on iOS
 * Inbox on iOS

Asana use cases


USE CASES FOR EVERYONE

 * Ideas and brainstorms
 * How to apply a RACI Matrix in Asana
 * Giving feedback and approvals
 * Project intake
 * Plan and manage company goals
 * Pipelines
 * Organizational strategic planning
 * Asana for team meetings
 * One-on-ones
 * Using Asana for project management
 * End-of-month close processes for Finance teams
 * Asana for Agile and Scrum
 * Resource planning


MARKETING AND COMMUNICATIONS

 * Using Asana for your product roadmap
 * Content Calendar
 * Campaign management
 * Marketing strategic planning
 * Event planning with Asana


CENTRALIZED OPERATIONS AND IT

 * IT help desk
 * Asana for Operations teams


PRODUCT AND ENGINEERING

 * Product launches
 * Bug tracking
 * How to use Asana for hackathons
 * How to use Asana for product development
 * Sprint planning
 * Using Asana to track customer feedback


SALES AND CUSTOMER SUCCESS

 * Asana for Sales and Account Management teams
 * How to use Asana for account tracking


HR AND RECRUITING

 * Employee onboarding
 * Using Asana as an internal resource center
 * How to use Asana for interviewing
 * How to use Asana for candidate tracking


DESIGN

 * Video production calendar
 * Creative production
 * Managing design feedback and critique meetings


ASANA FOR NONPROFITS

 * Digital fundraising campaign
 * Fundraising event planning
 * Grant tracking
 * Manage and onboard volunteers


ASANA FOR EDUCATION

 * Group Projects
 * Running student organizations
 * Coursework tracking
 * Campus event planning

Automation and AI


WORKFLOWS

 * What is a workflow?
 * Build the foundation of your workflow
 * Schedule tasks based on priority
 * Multi-home tasks to avoid information silos
 * Use dependencies to kick work off at the right time
 * Assign work automatically with custom fields
 * Automate how work moves through stages
 * Request a task review with a simple automation
 * Add movement to your workflow
 * Control how tasks are added to projects
 * Moving your everyday workflows to Asana
 * Create and use Asana workflows


AUTOMATION

 * Rule permissions
 * Custom fields
 * Task Templates
 * Rules integrations for operations and support
 * Task dependencies
 * Rules integrations and widgets
 * ID custom fields
 * Custom field types and limitations
 * Rules integrations for sales and services
 * Variables in rules
 * Dependency types
 * Filtering and sorting custom fields
 * Bundle management and permissions
 * Applying bundles to projects
 * Form customization
 * Sharing a form
 * Auto-shifting dates for dependent tasks
 * Salesforce in Asana Rules
 * Workflow builder
 * Management dashboard for project templates
 * Rules integrations for productivity and communication
 * Approvals
 * Rule triggers
 * Field mapping in forms
 * Rules
 * Conditions and branching in rules
 * Manual rule triggers
 * Rule actions
 * Setting dates in rules
 * Management dashboard for global fields
 * Forms
 * Project templates
 * Time tracking in Asana
 * Bundles
 * Formula custom fields
 * Rules integrations for cloud storage and file sharing


ASANA AI

 * Get started with Asana AI
 * Smart chat
 * Smart charts
 * Smart fields
 * Asana AI features and admin controls
 * Sharing feedback on AI features
 * AI Studio FAQ
 * Writing instructions in AI Studio
 * Introduction to Asana AI Studio
 * Create Smart workflows with AI Studio
 * AI Studio add-on and pricing
 * Smart summaries
 * Smart status
 * Smart rule creator
 * Smart editor
 * Smart goals
 * Smart projects
 * Asana AI FAQ
 * Asana AI customization

Reporting


GOALS

 * Viewing and filtering your goals
 * Goals privacy and sharing
 * Progress, status, and connecting work to goals
 * The goal tracking process with Asana Goals
 * Write great goals with Asana Goals
 * Goal types and templates
 * Weighted goals
 * Get started with Asana Goals
 * Lead the goals management process in your organization with Asana Goals


PORTFOLIOS

 * Portfolio privacy and sharing
 * Portfolio views
 * Portfolios FAQ
 * Portfolio progress and reporting
 * Portfolio saved views
 * Individual portfolio permissions
 * Portfolios overview


WORKLOAD

 * Project progress and status updates
 * Capacity planning
 * Workload


DASHBOARDS

 * Universal reporting
 * Portfolio dashboards
 * Chart styles
 * Project dashboards

App integrations


API

 * API
 * Audit Suite: API and Integration Support


COMMUNICATION

 * Zendesk integration
 * Asana and Workplace from Meta
 * Vimeo and Asana
 * Asana for Gmail add-on
 * Zoom and Asana integration
 * Asana for Outlook add-in
 * Slack and Asana
 * Microsoft Teams and Asana integration


DATA REPORTING

 * Asana for Tableau integration
 * Power BI integration


PRODUCTIVITY

 * Asana for Adobe Creative Cloud
 * Google Forms and Asana
 * Wufoo and Asana
 * Zapier and Asana
 * Google and Asana
 * Google Calendar + Asana
 * Web forms & Asana
 * Google Smart Chips
 * GitHub and Asana integration
 * Outlook Calendar and Asana
 * Enabling permissions for Asana and Microsoft integrations
 * Asana for Jira Cloud
 * Calendars and Asana
 * Jira Server
 * Google Sheets & Asana
 * Chrome Extension + Asana
 * Instagantt + Asana


SALES AND SERVICES

 * Tray.io + Asana
 * ServiceNow & Asana
 * Asana Goals and Salesforce
 * Asana for Salesforce
 * Asana and Salesforce process automation


SECURITY

 * Splunk + Asana

Account admin


MANAGING YOUR ACCOUNT

 * Data retention policy
 * Accessibility
 * Delete your Asana account
 * Your Asana account
 * Settings
 * Hacks
 * Apps settings
 * Email forwarding settings
 * Display settings
 * Account settings
 * Asana account email policy
 * How to separate Asana accounts
 * Multiple accounts and merging
 * Notification settings
 * Profile settings


MANAGING YOUR SPACES

 * Email domain management for Asana organizations
 * Understanding workspaces
 * Managing an organization
 * Asana Sandboxes
 * Membership and collaboration in workspaces
 * Managing workspaces
 * Managing people in organizations
 * University organizations


SECURITY AND PERMISSIONS

 * Asana Japan Data Center
 * Asana EU Data Centre
 * Asana and Global Trade Compliance
 * Admin announcements
 * Enterprise Key Management (EKM)
 * Manage approved workspaces
 * Endorsed teams
 * Authentication and access management options for paid plans
 * Custom onboarding
 * Automatic guest removal
 * Global authentication settings
 * Data Residency for Asana
 * SecureAuth for Enterprise Organizations
 * Manage session duration
 * eDiscovery Resource Center
 * HIPAA Compliance
 * Service accounts
 * Admin and super admin roles in Asana
 * Provisioning and deprovisioning users with SCIM
 * Managing password settings in the admin console
 * Profile field editability controls
 * Mandatory two-factor authentication
 * Two-factor authentication
 * Multi-org deployment
 * Mobile apps security permissions
 * Admin security controls
 * Managing organization settings
 * App management and integrations
 * Work access mode
 * How to access the admin console
 * Privacy and security

Plans and billing


BILLING

 * Changes to automatic payments in India due to RBI regulations
 * Adding payment methods for manually invoiced customers
 * Payments in MXN and BRL currency
 * Payments in CAD and KRW currency
 * Upgrading or changing your Asana plan
 * VAT/GST & Sales Tax
 * License assignment in divisions
 * Payment methods and invoices
 * Accessing your billing page
 * Billing settings in the admin console
 * Iceland VAT
 * Norway VAT
 * Singapore GST
 * Switzerland VAT
 * New Zealand GST
 * Indonesia VAT
 * Canada GST/HST, QST, and provincial sales tax
 * United Kingdom VAT
 * South Korea VAT
 * South Africa VAT
 * EU VAT
 * Australia GST
 * United States sales tax
 * How to cancel your Asana plan


MANAGING YOUR SUBSCRIPTION

 * Pause a member's license
 * Data migration guide
 * Managing members in an organization
 * Managing teams through the admin console
 * Modify your Asana plan
 * CSV user import
 * View only


PLANS AND PRICING

 * Learn about Asana Business features
 * Learn about Asana Premium features
 * Learn about Asana Legacy Enterprise features
 * Asana subscriptions and pricing
 * Learn about Asana Starter features
 * Learn about Asana Advanced features
 * Security and billing for divisions
 * Managing members and teams in a division
 * Asana for nonprofits
 * Divisions


TRIAL TOOLKIT

 * How to add payment details to a trial
 * How to cancel your Asana trial
 * Set goals during your Asana trial
 * Invite others during your trial
 * How to sign up for a free Asana trial
 * Purchasing a subscription after a trial
 * Turn your trial into a paid plan
 * Make the most of your Asana trial
 * My trial has ended, what happens to my tasks, rules, and workflows?

Troubleshooting


TOP SUPPORT ISSUES

 * Troubleshooting browser and connectivity issues
 * Recover deleted tasks, projects, and more
 * Accidental deletion
 * How do I get support from Asana?
 * Asana Community Forum basics
 * Release notes


ASANA FEATURES FAQ

 * Top features to discover
 * Asana for Jira Cloud FAQ
 * Keyboard shortcuts
 * Navigation and display
 * Tasks and subtasks
 * Jira server FAQ
 * Asana Goals FAQ
 * Bundles FAQ
 * Asana Certification FAQ
 * All Asana features
 * Gantt view FAQ


PLANS, PRICING, AND BILLING FAQ

 * Pricing and purchases
 * Security and permissions
 * Subscription management and upgrades
 * Billing
 * Limits based on your Asana plan
 * A guide to divisions in Asana


ACCOUNT ADMIN FAQ

 * Workspaces and organizations FAQ
 * Accounts
 * User deprovisioning
 * Access and permissions
 * Division access and management FAQ
 * Advanced division management
 * Guests FAQ


TOPICS

Intro to Asana
Organize your work
Asana use cases
Automation and AI
Reporting
App integrations
Account admin
Plans and billing
Troubleshooting
    
 1. Help Center
    
 2. Troubleshooting
 3. Top support issues
 4. How do I get support from Asana?


HOW DO I GET SUPPORT FROM ASANA?

In This Article

 * Asana Help Center
 * Contact Asana Support
 * Asana Support chatbot troubleshooting and FAQs

The Asana Help Center offers educational resources to help you learn how to use
Asana along with the tools to get help from our support team.

Our knowledge base offers access to a wealth of support topics and FAQs. This
option allows you to find quick and efficient solutions tailored to your needs.

If you still need help, you can contact a member of our support team via the
Asana Support Chatbot, located in the bottom-right corner of the Help Center
homepage.

Learn more about both options below. 


ASANA HELP CENTER


QUICKLY FIND ANSWERS TO YOUR QUESTIONS

The Asana Help Center is your comprehensive resource for up-to-date information
about using Asana. It offers concise, easy-to-navigate articles, tutorials, best
practices, and useful tips. Whether you need guidance on basic features or
advanced integrations, the Help Center is your go-to knowledge base and is a
great first resource for any burning questions or quick fixes.

KEY FEATURES


 * Skimmable articles with visuals and tips. Quickly grasp anything from the
   basics to the most complex features.
 * In-depth guidance and instructions. Find detailed explanations and
   step-by-step guides to Asana's features.
 * Enhance proficiency and productivity. Discover insights for setting up
   projects, assigning work, tracking progress, and collaborating with team
   members.
 * Explore advanced features and integrations to unlock the full potential of
   Asana.


CONTACT ASANA SUPPORT


REQUEST HELP FROM AN AGENT VIA SUPPORT CASE

You can contact the Asana support team through our Asana Support chatbot, which
can be found at the bottom-right of the Help Center homepage. This method allows
us to collect more information about your issue and effectively place your
ticket with the team best equipped to assist you.


CREATING A SUPPORT CASE THROUGH THE ASANA SUPPORT CHATBOT

 * Visit the Help Center homepage.

 * Click the chat icon in the bottom-right corner to open the Asana Support
   chatbot.

 * Briefly describe your issue in the chat window.

 * If the suggested Help Center articles do not resolve your issue, click Yes
   when asked, "Would you like support for this question?" to submit a ticket.

 * Enter your first and last name, email address, and any additional details
   about the issue.

 * The chatbot will attempt to identify the nature of your request; you can
   approve the selected topic or decline it and choose the topic from a list.
   General topics appear first, then more specific ones (e.g., Logging in >
   Password verification link).

 * Provide any other relevant details and attach files like screenshots if they
   would be helpful.

 * The chatbot will confirm that your request has been received. You'll also
   receive an email at the address you provided. When logged in, you can view
   your newly opened case in the Asana Customer Portal.


ASANA SUPPORT CHATBOT TROUBLESHOOTING AND FAQS 

If you experience any issues while using the Asana Support chatbot, please
follow the instructions and troubleshooting steps below: 

 1. Ensure you are using Chrome, Edge, or Safari.

 2. Disable any ad blockers or extensions that may be causing the issue.

 3. Use the chatbot from an incognito window.

 4. Clear your browser cache and cookies

 5. Try using the chatbot from another corporate device.

 6. Try using the chatbot from your personal computer, tablet, or phone.

If the issue persists, please review the following sections for additional help.


IF THE ASANA SUPPORT CHATBOT APPEARS BLANK

Users experiencing this issue are often using company issued devices. If you
open the chatbot and see a blank chat screen, please attempt the following steps
and work with your internal IT team to resolve the device issue.

 

 1. Extensions can block the site:
    
    * Add the Asana Help Center to the list of allowed sites for your ad-blocker
      or other blocking extensions.
    
    * Disable ad-blocker or other blocking extensions.

 2. Copy the Help Center URL from 'https' through '.com' and open your browser
    settings, choose Privacy and security and add
    ‘https://asana.my.site.com/ESWAsanaWebMessagingHe1725744965620’ as a trusted
    site as outlined here.

 3. Contact your Firewall, Security, or Network team:
    
    1. Request for your team to whitelist this domain: *.salesforce-scrt.com.
    
    2. Request they check any security software installed on your corporate
       device that could be blocking the chatbot.
    
    3. Ask them to verify that the company is not filtering out network traffic
       related to the chatbot and help site. 
       
       1. The most common issue is the 'sse' event being blocked (status =
          pending), which means the server isn't retrieving any of the chat
          events (messages, etc.)


IF THE ASANA SUPPORT CHATBOT FAILS TO CREATE A CASE OR AN ERROR OCCURS

 1. Attempt to re-create the support case. 

 2. Clear your browser cache and cookies.

 3. Restart your browser and the Asana support chatbot.

 4. Attempt to re-create the case one more time.

 5. Attempt case creation via a different browser.

 6. Attempt case creation in incognito mode.


RELATED ARTICLES

 * How to share a project
 * My Tasks
 * Asana AI customization
 * Calendar view
 * Portfolios overview


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