Asana: Creating a Project - Initial Setup

Communications & Information Technology

 

Who Should Create a New Project?

Do NOT create a Project Board in Asana for a project that you have requested from another department.

  • The department that owns the process or event should be responsible for creating the new Project Board.
    • Ex: Academic Affairs – Commencement, IT – UCLogin/Single Sign-On
  • Inside Each Department:
    • The Director, VP, or EVP will decide who should create Projects for each Department and Department Division.


Creating a new Project: Initial Setup

*For these instructions, we will be creating a blank Project Board.

  1. Click the Create button in the top left corner of your Asana Screen and choose Project.
  2. On the Workflow Gallery page, create a blank project or choose a workflow template for your project.
  3. On the New Project page:
    • Name your Project Board.
    • Set Project Access to Private
      • By setting it to Private, only invited members can find and access the project.
    • For Share with (optional), add your Department or Department Division that the project belongs to.
  4. Click Continue to move on to the next phase of the initial setup.
  5. Choose the Views you would like on your Project Board.
    • If you change your mind, these can be updated after the Project has been created.
  6. Click the Create button to create your Project Board.


Your screens and processes may vary slightly from this document.