How to Organize Your Life and Business Using Asana
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Transcript of How to Organize Your Life and Business Using Asana
Coffee Talk Webinar
Deb Lee, Technology AdvisorSOHO Tech Training
SOHOTechTraining.com
Presented by:
March 20, 2014 @ 2 pm ET
#CoffeeTalk
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Organize Your Business & Life Using AsanaWith Guest: Cena Block of www.sanespaces.com
©2014 Cena Block, Sane Spaces, LLC [email protected]
+What is Asana
Full service project and team management tool
Cloud-based
Collaborative workspace
Used to plan, organize and communicate details across distances
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Why Asana (WIAFM)(What’s in Asana for me?)
Saves time and redundancy
Faster, clearer communications with teams - immediate updates available to all
More time off - Reduce stress
Deliver what you promise – ‘new level, new devil’
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Benefits of Using Asana
Accessible to all team members with email addresses
Google-compatible
Avoids email trails
Customizable user dashboard containing all tasks and due dates
Uploading & downloading documents
Easily move and update tasks
Enhance and streamline virtual communication with teams
Enhances virtual teaming and allows for instant updates
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Asana instead of Email
Work through your AsanaInbox tasks to stay current and avoid losingdetails in your email
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Asana for Projects
1. Create a project
2. Add a description
3. Assign a color
4. Assign team members
5. Brainstorm tasks
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Asana for Tasks
1. Add tasks within a Project
2. Add subtasks
3. Assign due dates
4. Assign tasks to team members
5. Create categories using “:”
Task
Sub Tasks
Create Categories
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©2014 Cena Block, Sane Spaces, LLC [email protected]
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Asana for Templates: “Launch”, “Class”, “Posts”
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Asana for Teams
Create one project/VA for different biz processes: Web Stuff - Jenn Copy Writing – Carol Infusionsoft – Ramona Blogs, Tips & Newsletters – Renee’ Projects – Various
OR Create Projects for cyclical/ongoing tasks: Blogging, Tips, Newsletters etc. Assign tasks Communicate Change deadlines Upload changes
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+Task Management 13
©2014 Cena Block, Sane Spaces, LLC [email protected]
+Asana for “Light” CRM Client Management
Create a project called “CLIENTS”
Use Tags to manage
Create ‘Stages’ for clients: Leads Prospects Product Purchasers Speaking Clients Current Not-Current Group Programs
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©2014 Cena Block, Sane Spaces, LLC [email protected]
+CRM – Workflow Example 15
©2014 Cena Block, Sane Spaces, LLC [email protected]
+CRM – Client Example 16
©2014 Cena Block, Sane Spaces, LLC [email protected]
+Want to try? I can help!
For your Free Discovery SessionConnect at http://sanespaces.com/contact-us/
Free Video Training for entrepreneurs go here! http://bit.ly/18dg3Pd9 Essential Strategies to Mom’s Biz Sanity
To check out the Planapaloozah™ Self-Paced Home Study System go here: http://sanespaces.com/prm/planapaloozah-self-paced/
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©2014 Cena Block, Sane Spaces, LLC [email protected]
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