Productivity is important to most small business owners. If you’re like me, you need to get a lot of stuff done in a run of a day. How do you keep track of it all without getting overwhelmed? There are a variety of apps out there that can help. I found one that I love: Asana.

 What is Asana?

Asana is a task management application. It is available in both web and mobile formats. It allows you to track tasks and projects, communicate with team members and measure progress and results. You can consider it a sophisticated to-do list but it is much more than just a list.

What can you do with Asana?

When you first start out with Asana you create an organization. Once the organization is created, you can invite other team members to join you.

Once you have team members signed up, you can:

  • Create projects and tasks. For each task, you can add a description, comments, due dates, subtasks, attachments and tags to create filtered views.
  • Assign tasks and responsibilities to team members.
  • Assign due dates.
  • Have conversations and eliminate unnecessary email.
  • Track progress with the dashboards and calendar.
  • Add attachments.
  • Archive a project once it is done. A record of the project will always be available to you if you need it down the road.
  • Use a project as a template. If you have several projects with a similar set of tasks, you can create a copy of the project and use it as a template for future projects.

How do I use Asana?

I use Asana to manage projects and tasks. As I am a one person team, I do not have experience using Asana with multiple people working on projects and communicating with one another.

I will share with you how I use it and the types of projects I have created.

I create projects for:

  • Special one-time projects (i.e. website launch)
  • Services that I am developing
  • Each new client
  • Monthly goals
  • Weekly and daily goals
  • Business tasks
  • Courses – those that I wish to take and ones that I have completed
  • Books – a list of books that I want to read
  • Networking events

One of the features that I love about Asana is the ability to make a copy of a project. For example, I created a project that I called New Client. The New Client project includes a list of tasks that I want to complete for each new client (i.e. visit their website, connect with them on Facebook, Twitter and LinkedIn etc.).

Each time I take on a new client, I make a copy of the template, assign the client’s name to it, complete the tasks and fill in comments that I want to highlight about that particular client. Asana allows me to create a process and standardize tasks that I repeat frequently. The benefit is that I save time and don’t miss any steps along the way.

This is by no means a complete review or list of all of the features that Asana offers. It is merely the tip of the iceberg. If you decide to try Asana for yourself, I recommend looking at the resources in their help section. There are plenty of useful videos and tutorials that will get you up and running with Asana very quickly.

Do you use Asana? What do you like best about it? I’d love to learn more from you about how to get the most from Asana!

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