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.
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How to Organize Your Life and Business Using Asana
1. Coffee Talk Webinar
Deb Lee, Technology Advisor
SOHO Tech Training
SOHOTechTraining.com
Presented by:
March 20, 2014 @ 2 pm ET
#CoffeeTalk
2. +
Organize Your Business
& Life Using Asana
With Guest: Cena Block of www.sanespaces.com
息2014 Cena Block, Sane Spaces, LLC
cena@sanespaces.com
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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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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Why Asana (WIAFM)
(Whats 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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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Asana instead of Email
Work through your Asana
Inbox tasks to stay
current and avoid losing
details in your email
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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
15. +CRM Workflow Example 15
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
16. +CRM Client Example 16
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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Want to try? I can help!
For your Free Discovery Session
Connect at http://sanespaces.com/contact-us/
Free Video Training for entrepreneurs go here!
http://bit.ly/18dg3Pd
9 Essential Strategies to Moms 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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息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
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