Learn about how to create a team and invite members, as well as find and join a team already created by someone else in the organization.
- [David] Here in Asana, teams are people from the organization who are working together. We can create a team on the fly as we create our account, as we did earlier. If the team already exists when you go to create it, you can join the team. And of course, you can invite people to your teams and create as many as you like. So, in this movie we're going to focus on teams in a corporate setting. Down the left hand side, you'll see the one team you created or joined as you created your account.
I can see my Senior Management, and I can see there's a couple of members. You can hover over the images to get more information. There's me with my title, there's Phyllis Lucero, who has not added a profile picture or additional information, so that's all we see are the initials and the name. And you'll notice that we can also invite additional people to fill in these empty spaces, and if we need more than what we can see here, total of six, we can click the plus sign to add additional.
Let's go to one of the empty spots to invite someone to a team. So, we give it a click, it opens up a field where we can start typing in the name of the person. Now, if they're already part of the organization, they're going to start to show up. For example, I think Dalia Landon, the CEO, should be part of Senior Management. So, we start to type in Dalia. And as you can see, the more I type, the more it narrows down the list. There she is, and all I have to do is click her name, and she becomes part of this team called Senior Management.
Now, I can add additional people. Maybe Mark Tristener, I type in the M, and there's mtristener@Landonhotel. So, I'm going to click his name. And you can see how the team is growing now. Anyone who has updated their profile with a picture and additional information, we get to see that here. Otherwise, we see their initials. Now, we can also invite people outside the organization. Maybe you're working with a vendor or a contractor. You can type in their full email here. For example, we're working with someone named Karen Leslie.
Start to type that in. If I've worked with this email address already, it's remembered by Asana. Otherwise, I just type in the full email address. There it is, it's a Gmail address. Clicking it sends the invitation out to that person. They show up on the list looking a little bit different. They have this little global icon next to their name to remind us that they're from outside the organization. They won't be able to go in here and approve members, or change anything to do with the team. However, they will be able to work with team members on projects.
Now, at any time if you need to remove someone, you may have noticed that we can go up to the name of the team, Senior Management in this case, and go to the Settings icon to get access to things like Editing Team Settings. When we click this, we see that there is an option at the top for Members. Now, we can rename this if we wanted to, add a description, but really what we want to do is access the Members to see them all here. If I want to cancel the invitation to anybody, all I have to do is click Cancel Invite, and the choose Remove Access.
So, the invitation to Karen, the vendor or contractor outside the organization just got canceled. And anyone else who's part of the organization can simply be removed. So, I can remove even myself from the team. But I think everybody else is okay, so I'm going to click the Close button, and that updates our team. Now, we can go next to the name of our team, in this case Senior Management, and click the arrow pointing down to collapse it so we can focus on a new team we might want to create.
Let's do that by clicking the plus sign next to Teams. Now, this is going to open up a new team dialogue. We can give it a name, maybe Office Relocation. And then down below, add a description. Relocating HR to the 8th floor, how about. So, that'll be a project that certain people will be working on. The members can be added right from here, and of course, we can always go back, as we did, and add members later.
So, I'm going to invite Phyllis. I start to type in her name, there she is. Dalia, of course, needs to be involved. Type in D-A. There's my name, I'm already going to be part of this as the creator of the team, but there's Dalia. Select her name from the list, and so on. When I click Create Team, the team gets created. And there's a new team showing up here under Teams, Office Relocation. There's a little message showing up there, too. And the people who are already part of the team, and empty spots that we can use to add additional people and invite others to this team.
So, when we're done working with this team, we can collapse it and focus on any team we like by expanding using the arrow on the left hand side. Now, there may be other teams that you're not aware of that you might like to join. Joining a team means you can go browsing for more teams. Clicking Browse More Teams will show you if there are other teams out there that you might want to join. There's one called Events Team. There's three members, and there's a little Join link that you can click to request access to the team.
So, you can see a request is sent out. Anyone who's part of that team now can approve that request. So, if we were to collapse this, they disappear, there's the two teams we're currently a part of, and someone will eventually need to approve the request to join that team. Now, how is that done? Well, again, you would just simply go to the Settings next to a team, so if someone wanted to be part of Senior Management, we could click here.
And all we have to do is Edit Team Settings. And from here you'll see General, there's Members that we saw before, where we can invite more people. And then there's advanced, and here you can see Member Approval. All members of the Senior Management Team are notified to approve new members, or only select members can be set up here to approve. But by default, anyone in the team is going to be able to approve anybody who's requesting access to a team.
So, that's how we create teams. That's how we invite people to teams, join teams that we find using Browse More Teams, and teams can also be removed. For example, at the end of Office Relocation, we may no longer need this team. Clicking the Settings icon here allows us to go in and remove yourself from the team if you wanted to, or go to Edit Team Settings, and from here, if we wanted to, we could delete the team entirely.
All we do is go to Advanced and Delete Team down here in the bottom left hand corner. We're going to keep this team, though, as we move forward in this chapter.
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- Cite the Asana hierarchy.
- Explain how to approve team join requests.
- Describe how to build a project task list.
- Recall how to modify a project task list.
- Describe how to access a project on a mobile device.
- Cite the methods for tagging and following tasks.
- Explain how to create and update a dashboard.
- Recognize the benefits of working in calendar view.