Startup Business & Life Using Asana

Young Kwon, CEO

+What is Asana

Project and team management tool

Web-based

Collaborative workspace

Used to plan, organize and communicate details across

distances

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+Why Asana

(What’s in Asana for me?)

Saves time and collaboration

Faster, clearer communications with teams -

immediate updates available to all

More time off - Reduce stress & time

Deliver what you promise – ‘new level, new devil’

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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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+Asana instead of Email

Work through your Asana

Inbox tasks to stay

current and avoid losing

details in your email

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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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+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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+ 8

Asana - Marketing Campaing

+Asana for Templates:

“Launch”, “Class”, “Posts”

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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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+ Asana for

Recurring Tasks: Blogging

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+ Task Management 12

+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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+ CRM – Workflow Example 14

+ CRM – Client Example 15