Invite User to Task in Asana

Purpose

This SOP describes how to invite teammates to collaborate on a project or task view in Asana, allowing them to view, edit, and organize shared work.

Scope

This procedure is intended for Asana users who need to share project access with teammates. Follow this SOP when you need to grant others permission to collaborate on your tasks or project views.

Prerequisites

• Active Asana account with login credentials

• Access to the project or task view you want to share

• Appropriate permissions to invite members to the workspace

Procedure

1. 1

   Navigate to app.asana.com

   Open the Asana web application

   Navigate to app.asana.com and sign in to your Asana account. Ensure you are viewing the project or task dashboard you want to share.

   Step 1 of 6
   
2. 2

   Click the Share button

   Click the Share button in the top-right corner

   Click the Share button located in the top-right corner of the screen. This button allows you to share the current space with teammates.

   Step 2 of 6
   

   Click: Share
3. 3

   Open the privacy management dialog

   Click the input field to add teammates

   The Manage privacy dialog will open. Click the input field labeled Add teammates by adding their name or email... to begin adding users.

   Step 3 of 6
   

   Click: tokenizer-input
4. 4

   Search for the teammate

   Type the name or email of the teammate

   Type the name or email address of the teammate you want to invite. As you type, Asana will display a dropdown list of matching users from your workspace.

   Step 4 of 6
   

   Input: K|" "New Value: K
5. 5

   Select the teammate from the dropdown

   Click on the desired user from the search results

   Click on the desired user from the dropdown list to select them. The selected user will appear as a tag in the input field.

   Step 5 of 6
   

   Click: Kevin Kang kangqi@kuban.io | typ…
6. 6

   Send the invitation

   Click the Invite button

   Click the Invite button to send the invitation. The dialog will close and the selected teammate(s) will receive access to the shared view.

   Step 6 of 6
   

   Click: Invite

Verification

After completing the invitation process:

1. Confirm the Manage privacy dialog closes successfully

2. The invited teammate should receive a notification of their new access

3. The teammate will now be able to view and collaborate on tasks they have access to within the shared project

Conclusion

You have successfully invited a teammate to collaborate in Asana. The invited user now has access to view, edit, and organize work within the shared project space, enabling effective team collaboration.