View and Filter My Tasks in Asana

Purpose

This SOP describes how to view, filter, and manage your tasks in Asana across different view formats including List, Board, Calendar, and Dashboard views.

Scope

This procedure is intended for all Asana users who need to organize and filter their personal tasks. Follow this SOP when you want to switch between different task views, apply filters, or add collaborators to tasks.

Prerequisites

• An active Asana account

• Logged in to Asana

• Existing tasks assigned to you in My tasks

Procedure

1. 1

   Navigate to app.asana.com

   Open Asana and access My tasks

   Navigate to app.asana.com and ensure you are signed in to your account.

   Step 1 of 8
   
2. 2

   Add a collaborator to a task

   Click the collaborator icon on a task

   To add a collaborator to a task, hover over the task row and click the placeholder user icon in the Collaborators column. This opens a dropdown menu showing available team members.

   Step 2 of 8
   

   Click: placeholderUserIcon
3. 3

   Switch to Board view

   Click the Board tab

   Click the Board tab located in the view navigation bar at the top of the task list. This switches the display from a list format to a kanban-style board with columns for each section.

   Step 3 of 8
   

   Click: Board
4. 4

   Open the filter panel

   Click the Filter button

   Click the Filter button located in the top toolbar. This opens a filter panel displaying Quick filters and All filters sections.

   Step 4 of 8
   

   Click: Filter
5. 5

   Filter by task completion status

   Select a completion status filter

   In the filter panel, click on Completed tasks under Quick filters to show only completed tasks. The board will refresh to display only tasks marked as complete.

   Step 5 of 8
   

   Click: Completed tasks
6. 6

   Add additional filters

   Click Add filter

   Click Add filter in the All filters section to access additional filtering options. Available filter types include:

   Step 6 of 8
   

   Click: Start date
7. 7

   Switch to Calendar view

   Click the Calendar tab

   Click the Calendar tab to switch to a calendar layout. This view displays your tasks on a monthly calendar grid, with each task appearing on its due date.

   Step 7 of 8
   

   Click: Calendar
8. 8

   Switch to Dashboard view

   Click the Dashboard tab

   Click the Dashboard tab to access visual analytics and statistics about your tasks. The Dashboard displays widgets showing key metrics such as:

   Step 8 of 8
   

Conclusion

You have successfully learned how to navigate and filter your tasks in Asana across multiple view formats. You can now switch between List, Board, Calendar, and Dashboard views, apply filters to focus on specific task subsets, and add collaborators to share task visibility with your team.