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 cena@sanespaces.com

+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 cena@sanespaces.com

+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 cena@sanespaces.com

+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 cena@sanespaces.com

+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 cena@sanespaces.com

+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 cena@sanespaces.com

+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 cena@sanespaces.com

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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

+Asana for Templates: “Launch”, “Class”, “Posts”

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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

+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 cena@sanespaces.com

+Asana for Recurring Tasks: Blogging

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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

+Task Management 13

©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

+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 cena@sanespaces.com

+CRM – Workflow Example 15

©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

+CRM – Client Example 16

©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

+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 cena@sanespaces.com

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