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Onboarding on Asana

19 screenshots 21 emails

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  • Homepage

  • Start trial

  • Check your inbox

    I love how you're given some quick links for popular inboxes here

  • Verify email

  • Set password

  • Select goal

    "I want to see if this tool is right for us" is quite a low pressure goal, which seems smart

  • Tell us about yourself

  • Select goal

    For a product that's used for a wide range of use cases, asking the user what they're here for is a simple way to tailor the onboarding experience for them.

  • Select goal

    The visual preview updating based on the selected goal is a nice touch

  • Create project

  • Create task

  • Select layout

  • Invite teammates

  • Project

  • Sign up complete

  • Project

  • Home

  • Create project

  • Customize project

    Notice that this step was skipped when creating the very first project, which makes a lot of sense.

An avatar image of Ramy (his face)

I really enjoyed going through this onboarding flow. Small touches such as the quick links to your inbox for verifying your email made it clear that onboarding is something taken seriously here.

It's wise to create different onboarding paths for tools like this with varying use cases, so I was glad to see that Asana asked why I was here and what my main goal was. Overall, I was impressed.

Screenshots

Screenshot (Homepage) of onboarding video of Asana

Homepage

Screenshot (Start trial) of onboarding video of Asana

Start trial

Screenshot (Check your inbox) of onboarding video of Asana

Check your inbox

Screenshot (Verify email) of onboarding video of Asana

Verify email

Screenshot (Set password) of onboarding video of Asana

Set password

Screenshot (Select goal) of onboarding video of Asana

Select goal

Screenshot (Tell us about yourself) of onboarding video of Asana

Tell us about yourself

Screenshot (Select goal) of onboarding video of Asana

Select goal

Screenshot (Select goal) of onboarding video of Asana

Select goal

Screenshot (Create project) of onboarding video of Asana

Create project

Screenshot (Create task) of onboarding video of Asana

Create task

Screenshot (Select layout) of onboarding video of Asana

Select layout

Screenshot (Invite teammates) of onboarding video of Asana

Invite teammates

Screenshot (Project) of onboarding video of Asana

Project

Screenshot (Sign up complete) of onboarding video of Asana

Sign up complete

Screenshot (Project) of onboarding video of Asana

Project

Screenshot (Home) of onboarding video of Asana

Home

Screenshot (Create project) of onboarding video of Asana

Create project

Screenshot (Customize project) of onboarding video of Asana

Customize project

Emails

Complete your Asana sign up

Screenshot of onboarding email from Asana with the subject line Complete your Asana sign up

Welcome to Asana

Screenshot of onboarding email from Asana with the subject line Welcome to Asana

Welcome to your Asana trial

Screenshot of onboarding email from Asana with the subject line Welcome to your Asana trial

Assign James a task, they're ready to get started

Screenshot of onboarding email from Asana with the subject line Assign James a task, they're ready to get started

Write landing page copy [Website redesign]

Screenshot of onboarding email from Asana with the subject line Write landing page copy [Website redesign]

Don't forget: Add teammates to your project

Screenshot of onboarding email from Asana with the subject line Don't forget: Add teammates to your project

Need help with Asana?

Screenshot of onboarding email from Asana with the subject line Need help with Asana?

Trial tip: Simple project planning

Screenshot of onboarding email from Asana with the subject line Trial tip: Simple project planning

Trial tip: How to plan a project

Screenshot of onboarding email from Asana with the subject line Trial tip: How to plan a project

Another back and forth email thread?

Screenshot of onboarding email from Asana with the subject line Another back and forth email thread?

How's your trial stacking up?

Screenshot of onboarding email from Asana with the subject line How's your trial stacking up?

Your trial ends in a week

Screenshot of onboarding email from Asana with the subject line Your trial ends in a week

Trial tip: Get real-time status updates

Screenshot of onboarding email from Asana with the subject line Trial tip: Get real-time status updates

Trial tip: How to organize and track details

Screenshot of onboarding email from Asana with the subject line Trial tip: How to organize and track details

Your trial is almost over

Screenshot of onboarding email from Asana with the subject line Your trial is almost over

Your Asana trial has ended

Screenshot of onboarding email from Asana with the subject line Your Asana trial has ended

[Webinar] The path to the 4-day work week

Screenshot of onboarding email from Asana with the subject line [Webinar] The path to the 4-day work week

Flow your own way

Screenshot of onboarding email from Asana with the subject line Flow your own way

[Webinar] Join us for 'The path to the 4-day work week'

Screenshot of onboarding email from Asana with the subject line [Webinar] Join us for 'The path to the 4-day work week'

[Webinar Invite 'The 4-day work week'] - Don't forget to save yourself a seat!

Screenshot of onboarding email from Asana with the subject line [Webinar Invite 'The 4-day work week'] - Don't forget to save yourself a seat!

Asana is now in 3 more languages

Screenshot of onboarding email from Asana with the subject line Asana is now in 3 more languages

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