So, you wanna know how I manage, maintain, and run my ENTIRE business in Asana?
Good, I’ll tell you!! 😉
But first, you must know that it wasn’t always like this.
I was once THE QUEEN of notebooks and sticky notes.
In school, I was the straight-A student who color-coded all of her school supplies by subject, took the neatest and most detailed notes in class, and hauled EVERYTHING around with her in a trapper keeper. (Remember those? I hear they’re making a comeback 🤗)
Honest to goodness, I thought THIS was the way to do it when I started my own business…
But boy, was I wrong!!
I don’t know what I was thinking, but for the first two years of my business, I ran MY ENTIRE BUSINESS from notebooks and sticky notes 🤦🏼♀️
Needless to say, I was OVERWHELMED, OVERWORKED, and EXHAUSTED.
But the thought of paying a VA (aka virtual assistant) when I could barely pay myself STRESSED me the heck out!!
When I finally discovered the magical world of project management tools (Trello first and then Asana), I said, “SEE YA, BYE!!” to the notebooks and sticky notes!!
But it wasn’t until I started using SYSTEMS inside those project management tools that I was able to wave GOODBYE to those feelings of exhaustion, overwhelm, and overwork.
If those feelings are AT ALL familiar to you, listen up: 👂🏻
The cute notebooks from Target and stack of colorful sticky notes aren’t cutting it anymore!! You own a BUSINESS now and you need more sophisticated systems that help you look and act the part of being TOTALLY on top of things and in control. Like a boss, you know?!
(This post may contain affiliate links, which means I receive a small commission at no extra cost to you if you make a purchase using these links.)
FROM THIS DAY FORWARD, I WANT YOU TO THINK OF ASANA LIKE A TRAPPER KEEPER, BUT IN DIGITAL FORM 🤭
(Stay with me now… because I LOVE a good analogy!!)
LET ME BREAK THIS DOWN FOR YOU:
- In its most basic form, Asana is made up of teams, projects, sections, and tasks.
- Whereas a trapper keeper is a binder with dividers and sheets of paper with stuff (i.e. headings and bullets or notes) written on them.
In this analogy, Asana is the binder, teams are the dividers, projects are the pieces of paper, sections are the headings written on those pieces of paper, and tasks are the bullet points written out under the headings. (If you’re a current or former Trello user, teams are to workspaces as projects are to boards as sections are to lists as tasks are to cards.)
Make sense? Cool!! 😎
NOW, LET ME TELL YOU ABOUT HOW I ORGANIZE MY BUSINESS IN ASANA
Before we dive in, I want to reiterate that Asana can be used for SO MUCH MORE than just task and project management in your business. It can also help you organize and keep track of ideas and information AS WELL AS streamline and house your workflows and systems!!
Let me show you what I mean by taking you behind-the-screen of my Asana dashboard…
First things first, I have my business broken down into what Asana calls Teams. But it’s not what you think!! Remember the trapper keeper analogy? Teams are like dividers!! (You can also think of them as categories, branches, or departments of your business.)
I HAVE *MY* BUSINESS BROKEN DOWN INTO THE FOLLOWING TEAMS:
Under those teams are more than TWO DOZEN strategic systems (built out in Asana projects) that help me streamline, organize, and keep on top of all the moving parts of my business including content, courses, and clients, flash sales, launches, and funnels, biz information and education, CEO systems, and goals!! (I actually created these systems in Trello and then moved them over to Asana and made them a million times better!! 🤩)
NOW, LET’S TALK ABOUT HOW I ACTUALLY RUN MY BUSINESS IN ASANA
My #AllThingsBusiness project is my hub for ALL of the business stuff I might need handy during my workday, including important links, brand files and information, happy notes and testimonials, affiliate links, and more. This is also where I schedule and keep track of stand-alone business meetings + events + appointments, recurring reminders, one-off tasks, and rainy day tasks. I also have an idea parking lot and a space for brain dumps.
I then have a project that helps me keep on top of all my monthly, quarterly, and yearly Business Expenses, so I know EXACTLY where my money is going in my business AND when that money is coming out of my account!!
I also have a Business Education project where all of the freebies, webinars, and challenges I’ve opted in for, all of the memberships I’ve been in, and all of the courses and coaching that I’ve purchased live!! I keep track of login details and all of my course notes there, too.
And then, because I’m no longer just answering questions about my courses via email (I get them via the chat box on my website and Instagram DM), I created a project for my Email Templates and FAQ Responses so I can answer questions quickly and easily no matter where I get them!!
When I was working one-on-one with coaching clients and offering done-for-you services, I took on such a limited number of clients that robust CRMs like Honeybook and Dubsado were just too much for me. So I created everything I needed to manage my clients WELL in Asana!!
I had a Lead Tracker that helped me keep on top of inquiries, discovery calls, and follow-up emails AND a Coaching Client Manager to keep tabs on all of my coaching clients (their pain points and our solutions as well as what they were working on and accomplishing).
I also used my own One Client, Many Projects template when I worked on a bunch of custom projects for the same client and then used the One Service, Many Clients template when I was whipping out Asana Installations + Set Ups!!
Since I decided to put the coaching side of my business on hold and focus exclusively on The Systems Shop, I’ve added SO MANY ideas to my Product Pipeline (where I map out all of my digital product ideas in an organized timeline and then store EVERYTHING related to those digital products for easy access).
I actually spent most of the summer and fall working on massive updates for Asana Assistant and Fresh Start Systems!! I used my own Planner Builder template to plan and build out the brand new, fully loaded versions and keep track of my creation schedule and timeline!!
And now I’m using my own Launch Planner template to plan and schedule my pre-launch runway and launch content so I can launch my updated programs with confidence!! (I have a Flash Sale Planner and Black Friday Sale Planner to cover mini sales and BIG sales that I run in the shop, too!!)
I also have a Content Idea Bank, where I keep ALL of my content ideas for my blog, which is my main source of content. I organize them by topic, service, and/or product, so I can quickly and easily find what I need when I’m planning my blog content. (Did I mention Asana is searchable?! I can’t BELIEVE I ever used to keep track of my content ideas in a notebook!! 🤦🏼♀️)
I then use my Marketing Map to plan and schedule ALL of the content I want to create on a regular basis (i.e. blog posts, emails, Instagram Feed Posts, Instagram Stories, and Instagram Reels). I update this project each month so I can see how ALL of my content flows and works together (and keep all of my workflows and checklists handy so I can get each piece of content out without worrying that something is missing).
I’m also working on a Reel Idea Bank that I’m actually REALLY excited about!! My video-hating self has finally come to terms with the fact that Reels aren’t going anywhere and I’m going to have to make an effort with them to appease the Instagram algorithm. But instead of just saving audios in the app and forgetting WHY I saved them, I’m putting my ideas into Asana along with direct links to the audios to make creating Reels EASIER on myself!! 🙌🏻
I’m also working on a Funnel Mapper because I’m implementing a whole new opt-in and evergreen sales funnel strategy in 2023!! Annnnnd I’ll be dusting off my Website Design template because I’m giving The Productivity Zone a MAJOR glow up in January!!
I even started a project for all of my personal stuff (I call it #AllThingsPersonal) because my personal stuff is just as important as my business stuff!!
I could go on and on and on, you guys, because I have systems, projects, and templates for pretty much EVERYTHING!! And I’m always tinkering, trying new things, and figuring out new ways to be more organized and efficient in my business!!
Anything and everything I decide to do in the future, you can bet there will be an Asana project, system, and/or template for it!! Because where there’s Asana, there’s a way!! 😉
If reading about how I manage, maintain, and run my ENTIRE business in Asana is giving you heart eyes, then you’re going to want to get on the waitlist for the BRAND NEW, FULLY LOADED version of Asana Assistant!!
Strategy and systems collide in this template-studded program that will take you from a burnt out, stressed out, one-woman show using all the digital tools, notebooks, whiteboards, and sticky notes to a streamlined solopreneur who can RUN and RULE her business from ONE centralized place!!
🎉 Asana Assistant launches TOMORROW, November 28th (aka Cyber Monday) at 9am EST for a super special, one-day-only price!! This is your LAST CHANCE to get your name on the waitlist and be the first to know when everything is live!!
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Disclaimer: Some of the links in this post could be affiliate links, which means I may earn a commission if you make a purchase through my link at no additional cost to you. I only recommend products and services I personally use, love, and feel make a difference in my business and could do the same for you.
What if you manage two separate businesses? How would you best organize them in Asana without needing separate Asana accounts?
This is such a good question, Jessica!! I’ve actually helped several clients and Asana Assistant students with this 😊 You absolutely do not need two separate Asana accounts if you have two separate businesses. Teams and color coding are going to be your be-all, end-all, do-all!! It’s hard for me to give set up and organization recommendations without knowing more about your businesses. But if you join Asana Assistant, I can help you figure it all out!!