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Coffee Talk Webinar
Deb Lee, Technology Advisor
SOHO Tech Training
SOHOTechTraining.com
Presented by:
March 20, 2014 @ 2 pm ET
#CoffeeTalk
+
Organize Your Business
& Life Using Asana
With Guest: Cena Block of www.sanespaces.com
息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
3
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+
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
4
息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
5
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+
Asana instead of Email
 Work through your Asana
Inbox tasks to stay
current and avoid losing
details in your email
6
息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
7
息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
8
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+ 9
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+
Asana for Templates:
Launch, Class, Posts
10
息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
11
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+Asana for
Recurring Tasks: Blogging
12
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+Task Management 13
息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
14
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+CRM  Workflow Example 15
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+CRM  Client Example 16
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
+
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/
17
息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
Thanks for Joining Us!
SOHOTechTraining.com
*Free copy of 10 Sm@rt SOHO Tech Solutions with newsletter subscription.

More Related Content

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
  • 3. + What is Asana Full service project and team management tool Cloud-based Collaborative workspace Used to plan, organize and communicate details across distances 3 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 4. + 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 4 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 5. + 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 5 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 6. + Asana instead of Email Work through your Asana Inbox tasks to stay current and avoid losing details in your email 6 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 7. + Asana for Projects 1. Create a project 2. Add a description 3. Assign a color 4. Assign team members 5. Brainstorm tasks 7 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 8. + 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 8 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 9. + 9 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 10. + Asana for Templates: Launch, Class, Posts 10 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 11. + 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 11 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 12. +Asana for Recurring Tasks: Blogging 12 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 13. +Task Management 13 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 14. + 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 14 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
  • 17. + 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/ 17 息2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com
  • 18. Thanks for Joining Us! SOHOTechTraining.com *Free copy of 10 Sm@rt SOHO Tech Solutions with newsletter subscription.