Project Setup & Planning
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Project Setup & Planning
This course is part of Asana Mastery with AI Integration Essentials Specialization
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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
April 2026
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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.
Navigate and customize Asana dashboards to create filtered views for efficient project tracking.
What's included
4 videos1 reading3 assignments
4 videos•Total 15 minutes
- Why Dashboard Customization Transforms Project Success•2 minutes
- Understanding Asana Dashboard Architecture•5 minutes
- Navigating Asana Dashboard Views and Components•3 minutes
- Setting Up Custom Views and Filters Step-by-Step•4 minutes
1 reading•Total 10 minutes
- Dashboard Components and Customization Options•10 minutes
3 assignments•Total 39 minutes
- Create Custom Dashboard Configuration for Project Scenario•18 minutes
- Dashboard Navigation and Customization Mastery Check•6 minutes
- Navigate Asana Dashboards - Course Assessment•15 minutes
Learners will state the benefits of organizing projects by board and list views.
What's included
2 videos2 readings2 assignments
2 videos•Total 9 minutes
- Board View vs List View: Understanding the Fundamentals•5 minutes
- Exploring Board View Benefits in Action•4 minutes
2 readings•Total 15 minutes
- The Science Behind Effective Project Visualization•8 minutes
- Podcast: Real-World View Selection: Learning from Industry Leaders•7 minutes
2 assignments•Total 21 minutes
- Strategic View Benefits Analysis•15 minutes
- Board and List View Benefits Assessment•6 minutes
Learners will organize a project using both views in Asana and compare their effectiveness.
What's included
2 videos1 reading3 assignments
2 videos•Total 7 minutes
- The View Selection Challenge•3 minutes
- Setting Up Projects for Dual-View Success•4 minutes
1 reading•Total 9 minutes
- Mastering Dual-View Project Organization•9 minutes
3 assignments•Total 40 minutes
- Comprehensive View Organization and Effectiveness Analysis•18 minutes
- View Organization and Comparison Mastery Check•7 minutes
- Course Assessment: View Organization and Comparison Mastery•15 minutes
Learners identify available templates in Asana for different project types through systematic exploration and evaluation.
What's included
2 videos1 reading2 assignments
2 videos•Total 7 minutes
- Why Template Recognition Transforms Project Success•3 minutes
- Navigating Asana's Template Library Systematically•4 minutes
1 reading•Total 10 minutes
- Understanding Asana's Template Ecosystem•10 minutes
2 assignments•Total 23 minutes
- Template Selection for Multi-Project Scenario•15 minutes
- Template Recognition Assessment•8 minutes
Learners use templates to initiate new projects in Asana with appropriate customization and team collaboration setup.
What's included
2 videos1 reading3 assignments
2 videos•Total 13 minutes
- Template-to-Project Transformation Fundamentals•7 minutes
- Creating Your First Template-Based Project•6 minutes
1 reading•Total 10 minutes
- Project Initiation Best Practices and Implementation Strategies•10 minutes
3 assignments•Total 48 minutes
- Template Implementation for Editorial Calendar Project•15 minutes
- Template Implementation Mastery Assessment•8 minutes
- Course-Level Template Mastery Assessment•25 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
3 videos•Total 14 minutes
- Why Workflow Setup Matters for Project Success•3 minutes
- Essential Components of Asana Workflow Setup•6 minutes
- Creating Your First Asana Project for Workflow Setup•5 minutes
1 reading•Total 10 minutes
- Understanding Asana's Project Structure for Workflow Foundation•10 minutes
1 assignment•Total 7 minutes
- Workflow Setup Fundamentals Assessment•7 minutes
Learners will design and implement complete workflow systems in Asana, transforming foundational knowledge into functional project management solutions.
What's included
3 videos2 assignments
3 videos•Total 14 minutes
- The Impact of Well-Designed Workflows on Team Performance•3 minutes
- Project Lifecycle Mapping for Workflow Design•7 minutes
- Building a Complete Marketing Campaign Workflow•4 minutes
2 assignments•Total 23 minutes
- Workflow Design and Implementation Assessment•8 minutes
- Course-Level Assessment: Complete Workflow Design Mastery•15 minutes
Learners will identify and understand the essential components involved in planning a project in Asana.
What's included
2 videos1 reading2 assignments
2 videos•Total 10 minutes
- Understanding Asana's Core Planning Architecture•7 minutes
- Navigating Asana's Project Planning Interface•3 minutes
1 reading•Total 12 minutes
- Essential Project Planning Components in Digital Environments•12 minutes
2 assignments•Total 21 minutes
- Project Component Identification Challenge•15 minutes
- Project Planning Components Knowledge Check•6 minutes
Learners will develop a basic project plan using Asana features like timelines and checklists.
What's included
3 videos1 reading3 assignments
3 videos•Total 13 minutes
- The Power of Systematic Project Planning•2 minutes
- Building Effective Project Plans with Asana Features•6 minutes
- Creating Your First Asana Project Timeline•4 minutes
1 reading•Total 6 minutes
- Podcast: Advanced Project Planning Strategies for Complex Workflows•6 minutes
3 assignments•Total 41 minutes
- Complete Project Plan Development Workshop•18 minutes
- Project Plan Development Skills Assessment•8 minutes
- Asana Mastery Course Assessment•15 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
2 videos•Total 11 minutes
- Building Your First Epic-Task-Subtask Hierarchy•6 minutes
- Creating Multi-Level Task Structures in Asana•4 minutes
1 reading•Total 12 minutes
- Foundations of Hierarchical Task Management•12 minutes
2 assignments•Total 26 minutes
- Enterprise Project Breakdown Challenge•18 minutes
- Advanced Task Management Mastery Check•8 minutes
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 video•Total 3 minutes
- The Hidden Cost of Inefficient Project Workflows•3 minutes
3 readings•Total 23 minutes
- Project Analytics and Performance Intelligence•10 minutes
- Podcast:Decoding Project Performance: Analytics in Action•7 minutes
- Podcast:Data Export Strategies for Project Performance Analysis•6 minutes
3 assignments•Total 70 minutes
- Enterprise Performance Analytics Challenge•18 minutes
- Data Analysis and Optimization Mastery Assessment•7 minutes
- Optimize Task Hierarchies - Comprehensive Assessment•45 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 videos•Total 8 minutes
- Portfolio Architecture: Building Strategic Project Ecosystems•5 minutes
- Creating Strategic Portfolios in Asana•4 minutes
1 reading•Total 12 minutes
- Strategic Portfolio Design: Frameworks for Project Integration•12 minutes
2 assignments•Total 24 minutes
- Strategic Portfolio Creation and Dependency Mapping•18 minutes
- Portfolio Setup & Dependencies Knowledge Check•6 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 videos•Total 9 minutes
- The Hidden Cost of Resource Misallocation•2 minutes
- Analyzing Resource Utilization Reports in Asana•4 minutes
- Creating Resource Optimization Action Plans•4 minutes
2 readings•Total 18 minutes
- Resource Utilization Analysis: Frameworks for Strategic Optimization•12 minutes
- Podcast:Data-Driven Resource Decisions: From Analysis to Action•6 minutes
3 assignments•Total 57 minutes
- Resource Optimization Strategy Development•20 minutes
- Resource Optimization Knowledge Check•7 minutes
- Strategic Portfolio and Resource Optimization Mastery - Course Assessment•30 minutes
Learners design reusable product-launch project templates with sections, rules, and pre-assigned roles.
What's included
1 video2 readings2 assignments
1 video•Total 5 minutes
- Essential Elements of Product-Launch Templates•5 minutes
2 readings•Total 14 minutes
- Template Design Principles for Product Launches•9 minutes
- Podcast: Building Your First Product-Launch Template Structure•5 minutes
2 assignments•Total 25 minutes
- Create Your Product-Launch Template•18 minutes
- Template Creation Knowledge Check•7 minutes
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 videos•Total 10 minutes
- Why Template Optimization Matters•3 minutes
- Systematic Feedback Collection Techniques•7 minutes
2 readings•Total 14 minutes
- Evidence-Based Template Improvement Methodology•8 minutes
- Podcast: Analyzing Feedback and Implementing Template Changes•6 minutes
3 assignments•Total 36 minutes
- Optimize Your Template Based on Project Feedback•15 minutes
- Template Optimization Knowledge Check•6 minutes
- Course-Level Assessment: Template Creation and Optimization Mastery•15 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 videos•Total 11 minutes
- Resource-Level Gantt Chart Fundamentals•7 minutes
- Creating Resource-Level Gantt Charts in Asana•4 minutes
2 readings•Total 16 minutes
- Timeline vs Workload Views: Strategic Integration•10 minutes
- Podcast: Skill Set Matching and Capacity Planning Strategies•6 minutes
2 assignments•Total 26 minutes
- Multi-Phase Resource Allocation Challenge•18 minutes
- Resource-Level Gantt Planning Assessment•8 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 videos•Total 9 minutes
- The Power of Performance Tracking•3 minutes
- Mid-Project Performance Evaluation Techniques•7 minutes
1 reading•Total 11 minutes
- Baseline Establishment and Variance Analysis Framework•11 minutes
3 assignments•Total 52 minutes
- Comprehensive Variance Analysis and Recovery Planning•20 minutes
- Baseline Comparison and Variance Analysis Assessment•7 minutes
- Course-Level Assessment: Resource-Level Gantt Planning and Performance Analysis•25 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.
What's included
3 readings1 assignment
3 readings•Total 68 minutes
- Why This Project Matters•3 minutes
- Project Requirements•5 minutes
- Assignment: Build a Project Planning Toolkit•60 minutes
1 assignment•Total 15 minutes
- Graded Quiz: Build a Project Planning Toolkit•15 minutes
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