The Note view in Asana is a great way to keep everything in one place. Whether you use it to track meeting notes or a quick landing page for Key Resources, here are 3 practical uses for this function you may not have known about.
Adding a Note View
It’s easy to add a Note view to your project! Just click the + in your top view bar and select Note. You can customize their names, add as many Note views as you like, rearrange them, set as default, etc.
Asana even has pre-built templates to give you a starting point for page layouts.
My Top 3 Use Cases for Notes
Using Notes for Key Resources
One of my favorite ways to use Notes is as a landing page for Key Resources. I use this to hold critical SOP links, related projects, charts and images, and milestone tasks.
Using Notes for Meeting Notes
While I have a personal preference for keeping meeting notes in tasks, the notes is a great feature for those migrating their meeting notes out of Google Docs!
A few key features to bump it up a notch are using /h1 to set each meeting date as a headline and expanding the table of contents on the left to quickly jump between notes for prior dates (save yourself the scroll!)
PRO-TIP: Convert your Action Items into tasks instantly by highlighting the text and clicking “Create Task.”
Using Notes for Marketing Campaigns
For marketing teams, I love using Notes to house Campaign details! Pull in your key milestones, link to your external resources, and even paste in in your final assets and cop
Handy Shortcuts
Shortcut | What it does |
|---|---|
/h1 | Insert headline - This text will show in your Table of Contents panel |
/h2 | Insert subhead - This text will show in your Table of Contents panel |
/table | Insert table - Hover over to add more columns, use tab to add more rows |
@ | Call in tasks, projects, goals, portfolios |
Highlight + Create | Highlight any text and click “Create Task” to instantly create new tasks on the project |
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You can find more AI Studio resources on the Asana BFF Resource Hub where I share all prior webinar recordings, step-by-step guides, and articles like this one.