Project and task management platform for team collaboration

How to Record Asana

Record Asana without exposing team assignments and project names. Guide for task management tutorials, Rule setups, and Portfolio walkthroughs.

When you’d need to record Asana

Project setup and team onboarding

Record how to use your team's Asana project — task creation, section organization, custom field usage, status updates. New team members replicate your workflow instead of inventing their own.

Workflow and Rules configuration

Record Asana Rules setup — 'when task moves to Done section, mark complete and notify stakeholder.' Show the Rules builder, configure triggers and actions, test the automation.

Portfolio and status update walkthroughs

Record Portfolio view for leadership — project status, milestones, timeline. Walk stakeholders through the portfolio so they can self-serve status checks instead of asking PMs for updates.

Timeline and dependency management tutorials

Record Asana Timeline view — add tasks, set dependencies, adjust dates, show how changes cascade. Project scheduling on a Gantt-like timeline is inherently visual and needs video.

Recommended settings

Resolution

1920x1080

Frame rate

30fps

Audio

Microphone only

Capture mode

Window Capture

Things to know

•Asana's sidebar shows all projects, portfolios, and teams — project names reveal organizational priorities
•Task detail panes show assignee names, due dates, and description text that may contain sensitive context
•Asana's Inbox shows notification messages with @mentions and task update context from other team members
•The Home view shows 'Tasks assigned to you' which reveals your personal workload and project involvement

Step-by-step

1
In Screenify Studio, select Window Capture and pick the Asana window.
Use a demo project with test tasks. Real Asana projects expose task details, assignee names, and project context.
2
Open Asana in Chrome. Check the sidebar (left) — it shows Favorites, Recent projects, Teams, and all Portfolios. Project names like 'M&A Due Diligence' or 'Layoff Planning' are visible. Star only the project you'll demonstrate and collapse other sections.
3
Avoid the Home and Inbox views during recording. Home shows your personal task assignments (revealing your workload), and Inbox shows notification messages that may reference other people's work or contain sensitive @mentions.
4
Navigate to the specific project and view (List, Board, Timeline, Calendar) before recording. Set the view up with appropriate filters and sorting. An unfiltered project with 300 tasks needs filtering before recording.
5
When clicking a task to open the detail pane, wait for the pane to slide open and fully render. Asana's task detail shows description, subtasks, custom fields, comments, and activity — dense content that needs time to load and for viewers to read.

Pro tips

Auto-zoom on the task detail pane. Asana's right-side detail pane shows custom fields (Priority, Effort, Sprint), dependencies, subtasks, and comments in a narrow column. When you click a custom field dropdown to change Priority from 'Medium' to 'High', auto-zoom zooms in so viewers see the field name and selected value.

Demonstrate Rules with a live trigger. After configuring a Rule ('When task added to Done section → set status to Complete'), trigger it live: drag a task to the Done section, watch the rule execute. Showing the automation working is more convincing than just showing the configuration.

Use Board view for visual tutorials. Asana's Board view (Kanban-style columns) is more visually intuitive than List view for recordings. Dragging tasks between columns shows workflow progression — viewers immediately understand the board structure.

Record one view at a time. List, Board, Timeline, Calendar, and Dashboard views show the same data differently. Recording all 5 in one video confuses viewers. Record each view as a separate section with a clear transition.

Common mistakes

Recording with the sidebar showing all projects. Your sidebar lists 40 projects across 5 teams. Project names, team names, and portfolio names are all visible. Collapse the sidebar or use the Favorites section to show only the project you're demonstrating.

Opening the Inbox on camera. Asana Inbox shows notifications: 'Sarah moved Layoff Analysis to Review', 'Mike commented on Budget Reductions'. These messages contain sensitive task names and people references. Navigate directly to the project, skip the Inbox.

Not filtering a 300-task project. You open a project and 300 tasks cascade down the screen. Viewers see a wall of task names they can't read. Filter by assignee, section, or due date to show 15-20 relevant tasks.

Clicking through task details too fast. You open a task, glance at it, close it, open the next. Viewers see the detail pane flash open and closed. Open a task, wait 3 seconds for it to render, explain the key fields, then close. Each task deserves screen time.