how to organize your life and business using asana
DESCRIPTION
Have you been feeling frazzled and overwhelmed? Need to get things in order and streamline your systems? The March 2014 Coffee Talk webinar shares how you can get more organized using the Asana app. *Many thanks to our guest presenter, Cena Block (founder of SaneSpaces.com), for this helpful (and actionable) information.TRANSCRIPT
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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