3 Asana Tips to help You Save Time
Asana is amazing for helping you save time and mental energy in your online business (and life), but from working with clients I know that not everyone it utilizing Asana's time-saving features!
My goal with this post is to help you use Asana more effectively so that you are saving a ton of time with these 3 tips!
If you are looking for more help and want custom Asana support, click here and apply to work with me as you back-pocket consultant. Anything that comes up with your use of Asana, setting up or optimizing your systems, processes, or workflows, I will be in your back-pocket to help you in the moment.
Either keep reading or watch the video below:
Recurring Tasks
Use recurring tasks to automate all of the tasks that you repeat, whether it's daily, weekly, or other intervals. You can set up tasks that recur whenever you need them to. This saves you the time and effort of manually creating them each time. It's super helpful when there are multiple steps to the task so you're not having to list them all out each time or have to remember them all each time. And it saves you from having to actually remember to do the task. Asana will remember for you. So all you have to do is log in to your Asana account, and Asana will tell you what you need to be doing.
For example, I've worked with my clients to set up recurring daily tasks with a list of subtasks that they need to tackle each day. These can be things like reminding them to post on social media, check in with clients, check in with their team, engage on social media, networking activities, etc. If you had to add these each day, you would forget about them. And if you had them all as separate tasks, you would become overwhelmed by your long to-do list each day. Have this recurring list as a single task is a game-changer and it doesn't mean that you have to complete all of those each day. Maybe its a list of different ways to gain exposure in your business and you want to make sure to hit at least one per day. Then, that list is right in front of you and you can choose which to do each day. You can check it off and know you don't have to worry about it because it will be there again when you log in tomorrow.
2. Use Templates
Create templates for workflows, projects, and tasks that you use frequently or if you ever see a need to use it again in the future. Just save a template of it so it's there in case you need it! By saving these templates, you can quickly duplicate them, keeping all the information, the assignees, the collaborators, the subtasks, everything you need, so that you can streamline your workflow and save valuable time. You don't have to remember all the steps. You don't have to reassign the subtasks to your VA. You don't have to recreate the wheel each time. You can have it set and forget about it until the next time you need it. You can relax knowing that it is safely stored in your Asana account.
An example of this can be when you're launching. If you've ever launched anything before, you know how time-consuming it is and how many little things there are to do. So, what you should do it create the project plan one time (or get the template from me), and then reuse that template over and over again, making all the next launches soooo much less work!
It can be overwhelming even creating these projects or workflows with all these steps the first time around. I know systems don't come naturally to everyone. My clients love that they get access to all my system templates that I've developed based off my over 3 years working in and running online businesses, both my own and my clients'. It saves them so much time and mental energy.
I've actually made one of them free if you want to check out what I mean! I have made available my SOP Bank System in Asana for free for you so you can set up your SOPs in a streamlined way right within your central hub in Asana. The template also comes with a walkthrough video so that you know exactly how to use it. This template will show you examples of project and task templates and how you can use them in the free version of Asana. Click here to grab it for free now!
3. Live in your Inbox and My Tasks
Don't go around searching through all the projects looking for what you need to be doing next. Or to keep track of the tasks that are in progress. This is a big mistake I see often with my clients that really affects your productivity. There is a much easier way to keep track of all the things and know what you need to be focusing on.
The Inbox is where you are notified of anything you are working on and need to know about. Anything you have assigned to someone else, you have been assigned, or you are collaborating on will be in your inbox when it requires your attention. Anytime someone has a comment on a task that needs your attention, when someone tags you in something that requires your input, and when task deadlines are coming up for tasks that you are working on, you will be notified in the inbox.
Your My Tasks section shows you all the tasks that are assigned to you, all the tasks that you need to complete. You can view them by their due date and set priorities so that you know exactly what you need to be working on and when. And you can have a birds eye view of what your week or month looks like. By staying on top of your tasks in one central location, you can efficiently manage your workload and save so much time and mental energy.
