Asana is a powerful project management platform trusted by teams around the world. In Asana, you have the ability to view projects in many different ways — List, Board, Timeline, Gantt, Calendar, etc. And now along with these views, there is a spot to add a Notes tab for quick reference for the entire team. The Notes tab in Asana is a dedicated space within every project to capture your most important information, updates, and ideas. Let’s dive in and explore this versatile feature.
What is the Notes tab
When you open any Asana project, you’ll find the option to add a Notes tab right alongside other core views like the timeline, calendar, and board. Click on the Notes tab to reveal a rich text editor. Here you can start capturing meeting agendas, technical requirements, key decisions, and any other important updates that arise.
Just like the rest of Asana, the Notes tab functions as a collaborative space. It allows your team to view, edit, and comment on the note. You have the ability to format text, include bullet points, links, and even embed files and images. The Notes tab lets you share your team’s most important project details in one convenient location. And just like other tab types, you can add more than one Note tab if you’d like.
Tips for using the Notes tab
To maximize the value of the Notes tab, consider organizing your note in a structured way. For example, you can dedicate specific note sections for project overviews, meeting recaps, and technical specifications.
The Notes tab’s integration with Asana’s other views, such as the timeline and calendar, makes it a valuable companion for project planning and status tracking. You can link key details in your Notes to corresponding tasks and deadlines using the @mention feature you are likely already using in Asana. This allows you to create a seamless overview of your project’s progress and status.
Both free and paid versions of Asana provide the Notes tab option. This provides a powerful collaborative tool to simplify your team’s project management. Give it a try in your next Asana project. And see how it can improve the way you and your team work together.
At Tessera Virtual Business Solutions, we’ve helped countless teams transform their Asana adoption experience. Through our personalized consulting and training services, we can help your team develop sustainable Asana practices that stick.
Let’s chat about your team’s specific challenges and create a tailored solution that works for you. Schedule a discovery call with us today, and we’ll show you how to turn Asana into the powerful collaboration tool it’s meant to be.
You might also learn from:
What to Expect With Asana Consulting
Stop Fighting with Asana: 3 Ways to Improve Your Team’s Experience
Expectations Bring Teams Together in Asana
About the Author
Paula Holsberry is the founder of Tessera Virtual Business Solutions, specializing in optimizing work processes for remote teams. With experience in both start-ups and larger companies, she helps teams maximize productivity through efficient Asana training and consulting.
