how to organize your life and business using asana

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Coffee Talk Webinar Deb Lee, Technology Advisor SOHO Tech Training SOHOTechTraining.com Presented by: March 20, 2014 @ 2 pm ET #CoffeeT alk

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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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Page 1: 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

Page 2: How to Organize Your Life and Business Using Asana

+

Organize Your Business & Life Using AsanaWith Guest: Cena Block of www.sanespaces.com

©2014 Cena Block, Sane Spaces, LLC [email protected]

Page 3: How to Organize Your Life and Business Using Asana

+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]

Page 4: How to Organize Your Life and Business Using Asana

+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]

Page 5: How to Organize Your Life and Business Using Asana

+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]

Page 6: How to Organize Your Life and Business Using Asana

+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]

Page 7: How to Organize Your Life and Business Using Asana

+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]

Page 8: How to Organize Your Life and Business Using Asana

+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]

Page 9: How to Organize Your Life and Business Using Asana

+ 9

©2014 Cena Block, Sane Spaces, LLC [email protected]

Page 10: How to Organize Your Life and Business Using Asana

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

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©2014 Cena Block, Sane Spaces, LLC [email protected]

Page 11: How to Organize Your Life and Business Using Asana

+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]

Page 12: How to Organize Your Life and Business Using Asana

+Asana for Recurring Tasks: Blogging

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©2014 Cena Block, Sane Spaces, LLC [email protected]

Page 13: How to Organize Your Life and Business Using Asana

+Task Management 13

©2014 Cena Block, Sane Spaces, LLC [email protected]

Page 14: How to Organize Your Life and Business Using Asana

+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]

Page 15: How to Organize Your Life and Business Using Asana

+CRM – Workflow Example 15

©2014 Cena Block, Sane Spaces, LLC [email protected]

Page 16: How to Organize Your Life and Business Using Asana

+CRM – Client Example 16

©2014 Cena Block, Sane Spaces, LLC [email protected]

Page 17: How to Organize Your Life and Business Using Asana

+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]

Page 18: How to Organize Your Life and Business Using Asana

Thanks for Joining Us!

SOHOTechTraining.com

*Free copy of “10 Sm@rt SOHO Tech Solutions” with newsletter subscription.