Welcome,
Ms. Clarice.
This guide will teach you how to use Asana — CK2's internal communication system — so you can check your tasks, read announcements, leave comments, and look up how to do things.
Asana is not for clients. It's for the CK2 team to talk to each other and keep track of work. Clients never see it.
Asana is where team work lives.
Asana is like a shared to-do list for the whole company. Instead of texting, emailing, or asking "Did you finish that?" — everything is tracked in one place.
Every task has one owner, a due date, and a place to leave comments. If someone has a question about a task, they comment on it — not send an email.
Canopy = Client work. Documents, billing, client emails.
Asana = Internal work. Team tasks, SOPs, announcements, hiring.
Don't mix them.
Go to app.asana.com in your web browser. Sign in with the email and password you were given. You'll see the sidebar on the left side of the screen.
This is your navigation map.
The left side of your screen is the sidebar. These are the only items you need to use every day:
At the very top is a red + Create button. You probably won't need it — it's for creating new tasks and projects. Be careful not to click it accidentally — it can create a blank task.
Under "Projects" in the sidebar, you'll see the CK2 project list. Here are the ones that matter most to you:
This is where your day starts.
Click "My tasks" in the sidebar (the checkmark icon). This page shows every task assigned to you, grouped into sections:
Each row shows the task name, due date, and which project it belongs to. To complete a task, click the circle on the left side — it turns into a checkmark.
Hover over any task and you'll see a small "Details" arrow on the right side. Click it — the task opens in a panel on the right side of your screen. That's where you read the full description and leave comments.
This is how you talk to the team.
When you open a task (by clicking "Details"), you'll see a panel on the right. Scroll down — at the bottom is the comment box.
You want to tell Keith a candidate called back:
Open the candidate's task → type in the comment box: "@Keith Carney — this candidate called back today asking about the timeline. She sounded very interested." → click Comment.
Mark complete — finishes the task (checkmark button, top left)
Share — not needed for your role
Close arrow (⇥) — closes the panel
Check this every morning.
This is the firm's bulletin board. Everything important gets posted here — updates, meeting notes, HR info, and policy changes.
Click any announcement task to open it. The details appear in a panel on the right. Read the Description area — that's where the announcement text is. If there are comments below, those are follow-up questions or replies from the team.
Read — check this project every morning for new items.
Comment — if you have a question about an announcement, comment on it rather than texting or emailing.
Don't post — new announcements come from Keith. You read and respond.
Asana is for work communication only. Want to say "Happy birthday"? Do it in person or by text. Want to ask about a task or an announcement? Use an Asana comment.
Don't know how to do something? Look it up here.
SOPs stands for "Standard Operating Procedures." This project is the firm's instruction manual — how to do things the CK2 way.
Every SOP has a colored tag showing its status:
1. Open the SOPs & Documentation project
2. Find the right category folder (e.g., "Client Operations")
3. Click the folder to see its SOPs listed as subtasks
4. Click any SOP to read the procedure in the description
5. Only follow SOPs tagged Approved
Use the search bar at the top of Asana. Type a keyword — like "call script" or "notary" — and Asana will show you matching tasks across all projects.
This is how you know something needs you.
Click the bell icon in the sidebar to open your Inbox. This is where Asana tells you when:
- → Someone assigns you a task
- → Someone @mentions you in a comment
- → Someone comments on a task you follow
- → A task gets completed that you're part of
Your Inbox has tabs across the top: Activity (the main feed — start here), Bookmarks (items you saved), Archive (old items), and @Mentioned (only the times someone tagged you).
Check your Inbox once in the morning and once before you leave. You don't need to watch it all day — just make sure you don't miss anything assigned to you or any questions from the team.
Five minutes. Every day.
Keep this handy. Print it out.
Canopy = client work (documents, billing, communication).
Asana = internal work (tasks, SOPs, announcements, hiring).
Don't mix them. That's it. Two systems. Total clarity.
Morning: My Tasks → Inbox → Team Announcements
End of Day: Check off done tasks → comment on in-progress → peek at tomorrow
Asana is simpler than it looks. Three minutes in the morning, two minutes before you leave. Check your tasks, read announcements, and comment instead of emailing. That's the whole job. You're going to do great.