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Project Setup & Planning

This course is part of Asana Mastery with AI Integration Essentials Specialization

Instructor: Professionals from the Industry

Included with

Learn more

18 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

18 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Configure Asana dashboards, views, and workflows to organize projects and track progress with clarity and consistency across your team.
Build reusable project templates and multi-project portfolios with cross-project dependencies mapped on Timeline for full Q4 visibility.
Produce resource-level Gantt charts using Workload view to plan team capacity, balance assignments, and keep complex initiatives on schedule.
Decompose complex initiatives into structured task hierarchies with custom fields and dependencies to support coordinated, accountable execution.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

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Build your subject-matter expertise

This course is part of the Asana Mastery with AI Integration Essentials Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 18 modules in this course

Build end-to-end project setup and planning capabilities in Asana — one of the most widely used project management platforms in the industry. In this course, you will build practical skills that project managers, team leads, and operations professionals use every day to keep work organized, visible, and on track.

You will learn to navigate and customize Asana dashboards, organize projects using board and list views, and launch projects from templates. You will then move into advanced territory: designing reusable workflow templates, structuring complex initiatives with task hierarchies and dependencies, and managing multi-project portfolios with cross-project visibility. By the end, you will produce a professional-grade project planning toolkit — a portfolio-ready deliverable that demonstrates your ability to configure Asana infrastructure for a real team. This course is ideal for aspiring and practicing project managers ready to bring structure, consistency, and clarity to how their teams work.

Module details

Navigate and customize Asana dashboards to create filtered views for efficient project tracking.

What's included

4 videos1 reading3 assignments

4 videosTotal 15 minutes

Why Dashboard Customization Transforms Project Success2 minutes
Understanding Asana Dashboard Architecture5 minutes
Navigating Asana Dashboard Views and Components3 minutes
Setting Up Custom Views and Filters Step-by-Step4 minutes

1 readingTotal 10 minutes

Dashboard Components and Customization Options10 minutes

3 assignmentsTotal 39 minutes

Navigate Asana Dashboards - Course Assessment15 minutes
Create Custom Dashboard Configuration for Project Scenario18 minutes
Dashboard Navigation and Customization Mastery Check6 minutes

Learners will state the benefits of organizing projects by board and list views.

What's included

2 videos2 readings2 assignments

2 videosTotal 9 minutes

Board View vs List View: Understanding the Fundamentals5 minutes
Exploring Board View Benefits in Action4 minutes

2 readingsTotal 15 minutes

The Science Behind Effective Project Visualization8 minutes
Podcast: Real-World View Selection: Learning from Industry Leaders7 minutes

2 assignmentsTotal 21 minutes

Strategic View Benefits Analysis15 minutes
Board and List View Benefits Assessment6 minutes

Learners will organize a project using both views in Asana and compare their effectiveness.

What's included

2 videos1 reading3 assignments

2 videosTotal 7 minutes

The View Selection Challenge3 minutes
Setting Up Projects for Dual-View Success4 minutes

1 readingTotal 9 minutes

Mastering Dual-View Project Organization9 minutes

3 assignmentsTotal 40 minutes

Course Assessment: View Organization and Comparison Mastery15 minutes
Comprehensive View Organization and Effectiveness Analysis18 minutes
View Organization and Comparison Mastery Check7 minutes

Learners identify available templates in Asana for different project types through systematic exploration and evaluation.

What's included

2 videos1 reading2 assignments

Learners use templates to initiate new projects in Asana with appropriate customization and team collaboration setup.

What's included

2 videos1 reading3 assignments

2 videosTotal 13 minutes

Template-to-Project Transformation Fundamentals7 minutes
Creating Your First Template-Based Project6 minutes

1 readingTotal 10 minutes

Project Initiation Best Practices and Implementation Strategies10 minutes

3 assignmentsTotal 48 minutes

Course-Level Template Mastery Assessment25 minutes
Template Implementation for Editorial Calendar Project15 minutes
Template Implementation Mastery Assessment8 minutes

Learners will establish the foundational elements required to create effective workflows in Asana, focusing on account setup and basic project management concepts.

What's included

3 videos1 reading1 assignment

Learners will design and implement complete workflow systems in Asana, transforming foundational knowledge into functional project management solutions.

What's included

3 videos2 assignments

Learners will identify and understand the essential components involved in planning a project in Asana.

What's included

2 videos1 reading2 assignments

Learners will develop a basic project plan using Asana features like timelines and checklists.

What's included

3 videos1 reading3 assignments

3 videosTotal 13 minutes

The Power of Systematic Project Planning2 minutes
Building Effective Project Plans with Asana Features6 minutes
Creating Your First Asana Project Timeline4 minutes

1 readingTotal 6 minutes

Podcast: Advanced Project Planning Strategies for Complex Workflows6 minutes

3 assignmentsTotal 41 minutes

Asana Mastery Course Assessment15 minutes
Complete Project Plan Development Workshop18 minutes
Project Plan Development Skills Assessment8 minutes

Master the systematic decomposition of complex initiatives into manageable epics, tasks, and multi-level subtasks with custom fields and dependencies.

What's included

2 videos1 reading2 assignments

Master data-driven project optimization by exporting completion data, calculating cycle times, and identifying scheduling bottlenecks through systematic analysis.

What's included

1 video3 readings3 assignments

1 videoTotal 3 minutes

The Hidden Cost of Inefficient Project Workflows3 minutes

3 readingsTotal 23 minutes

Project Analytics and Performance Intelligence10 minutes
Podcast:Decoding Project Performance: Analytics in Action7 minutes
Podcast:Data Export Strategies for Project Performance Analysis6 minutes

3 assignmentsTotal 70 minutes

Optimize Task Hierarchies - Comprehensive Assessment45 minutes
Enterprise Performance Analytics Challenge18 minutes
Data Analysis and Optimization Mastery Assessment7 minutes

Learners will create portfolios and link interdependent projects with timeline visualization to establish strategic project coordination principles.

What's included

2 videos1 reading2 assignments

2 videosTotal 8 minutes

Portfolio Architecture: Building Strategic Project Ecosystems5 minutes
Creating Strategic Portfolios in Asana4 minutes

1 readingTotal 12 minutes

Strategic Portfolio Design: Frameworks for Project Integration12 minutes

2 assignmentsTotal 24 minutes

Strategic Portfolio Creation and Dependency Mapping18 minutes
Portfolio Setup & Dependencies Knowledge Check6 minutes

Learners will review resource-utilization reports and recommend reallocation to remove over-allocation through systematic analysis and strategic optimization techniques.

What's included

3 videos2 readings3 assignments

3 videosTotal 9 minutes

The Hidden Cost of Resource Misallocation2 minutes
Analyzing Resource Utilization Reports in Asana4 minutes
Creating Resource Optimization Action Plans4 minutes

2 readingsTotal 18 minutes

Resource Utilization Analysis: Frameworks for Strategic Optimization12 minutes
Podcast:Data-Driven Resource Decisions: From Analysis to Action6 minutes

3 assignmentsTotal 57 minutes

Strategic Portfolio and Resource Optimization Mastery - Course Assessment30 minutes
Resource Optimization Strategy Development20 minutes
Resource Optimization Knowledge Check7 minutes

Learners design reusable product-launch project templates with sections, rules, and pre-assigned roles.

What's included

1 video2 readings2 assignments

Learners gather feedback from launch projects and iterate templates to remove redundant steps based on real-world usage.

What's included

2 videos2 readings3 assignments

2 videosTotal 10 minutes

Why Template Optimization Matters3 minutes
Systematic Feedback Collection Techniques7 minutes

2 readingsTotal 14 minutes

Evidence-Based Template Improvement Methodology8 minutes
Podcast: Analyzing Feedback and Implementing Template Changes6 minutes

3 assignmentsTotal 36 minutes

Course-Level Assessment: Template Creation and Optimization Mastery15 minutes
Optimize Your Template Based on Project Feedback15 minutes
Template Optimization Knowledge Check6 minutes

Learners will produce a resource-level Gantt using Timeline and Workload, factoring holidays and skill sets.

What's included

2 videos2 readings2 assignments

2 videosTotal 11 minutes

Resource-Level Gantt Chart Fundamentals7 minutes
Creating Resource-Level Gantt Charts in Asana4 minutes

2 readingsTotal 16 minutes

Timeline vs Workload Views: Strategic Integration10 minutes
Podcast: Skill Set Matching and Capacity Planning Strategies6 minutes

2 assignmentsTotal 26 minutes

Multi-Phase Resource Allocation Challenge18 minutes
Resource-Level Gantt Planning Assessment8 minutes

Learners will compare baseline vs actual schedule mid-project, update plans, and log variance causes for improved project control.

What's included

2 videos1 reading3 assignments

2 videosTotal 9 minutes

The Power of Performance Tracking3 minutes
Mid-Project Performance Evaluation Techniques7 minutes

1 readingTotal 11 minutes

Baseline Establishment and Variance Analysis Framework11 minutes

3 assignmentsTotal 52 minutes

Course-Level Assessment: Resource-Level Gantt Planning and Performance Analysis25 minutes
Comprehensive Variance Analysis and Recovery Planning20 minutes
Baseline Comparison and Variance Analysis Assessment7 minutes

You will synthesize Asana project setup and planning skills into a professional-grade project planning toolkit. Working in a realistic project manager scenario, they configure a reusable product launch template, organize a multi-project portfolio with cross-project dependencies, build a resource-level Gantt chart, and document their planning decisions in a written rationale. The final deliverable demonstrates mastery of Asana's core and advanced planning features.