Project Setup & Planning

About 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.

What you will 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.