How I Organize My Asana as an OBM
Today, I'm going to reveal to you everything I organize in my Asana account. Whether you're an online coach, a virtual assistant, an OBM, or any other online business owner, this post will help you get a clear picture on how Asana can be used to level up your business. Asana is my digital hub for everything I do, and it can be for you too.
You can either continue reading or watch the video below:
I often get asked how I organize my Asana, what all I use it for, what the best way to organize all the things is, and so on. If you have a difficult time trying to wrap your head around how this can look in your business, then stay tuned for how an Asana systems specialist structures her organizational systems in Asana.
Now, before we dive into the nitty-gritty, I want to let you in on a little secret. If you're someone who's as passionate about productivity and organization as I am, you're going to love this. I've created a program called Asana Essentials, which is designed to help you save time and mental energy by creating a streamlined business through organizational systems in Asana.
Asana Essentials is packed with Asana tutorials, 15 system templates complete with step-by-step walkthroughs, and strategies that I've personally crafted to make Asana work even harder for you. Whether you're an entrepreneur, a small business owner, or part of a larger team, this program will help you maximize your productivity and efficiency.
Now, I won't give away all the secrets just yet, but I'll be sharing a taste of what you can expect from Asana Essentials in this post. Trust me, it's a game-changer you won't want to miss.
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Alright, enough teasing - let's jump into the practical side of things and explore some of the powerful ways I use Asana to stay organized in my business and on top of my game.
1. Biz Info
In this project, I store everything relevant to my business, such as product links, Zoom call links, brand images, my bio, and mission statement. It's a hub for everything related to my business, including testimonials, affiliate links, and podcast appearances.
2. Tasks and Ideas
This project serves as my idea bank. I use it to store any task or idea that comes to mind. This helps save mental energy because I don't have to remember everything in my head. I can set due dates for tasks or leave them here to revisit later.
This project is also dedicated to managing all recurring tasks in my business, whether they occur weekly, monthly, or daily.
3. Education
Here, I store courses I've signed up for or purchased, ensuring I don't forget about them. I can set due dates to keep myself on track. I also keep notes from helpful podcast episodes and YouTube shows in this project.
4. Team Management
In this project, I track everything related to my assistant and the onboarding of new team members. It includes checklists and processes for hiring and onboarding.
5. SOP Bank
I store all my Standard Operating Procedures (SOPs) here, making it easy to access procedures when needed. You can find my SOP Bank system template for free here.
6. Business Plan
I create a new business plan for each year, detailing goals and objectives for each month.
7. Client Management
This project is designed to onboard new clients. It includes a template for new clients, checklists, and everything necessary to manage clients effectively.
8. YouTube Management
This section includes a YouTube project where I manage video content. It's divided into templates for video workflows, ideas, and general YouTube tasks.
9. Social Media Management
I use this project for Instagram and other social media tasks. It's set up as a calendar, making it easy to plan, organize, and schedule content.
10. Lead Tracking
This project helps me track leads and conversions. I categorize leads and record outcomes, which allows me to improve my follow-up processes.
11. Product Management
Here, I manage products, including my website. It includes tasks, recurring tasks, and sections for future tasks and ideas.
12. Project Development
This area is reserved for creating new projects, such as courses or template bundles. It helps me keep track of the steps needed for product creation.
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I hope this post has provided you with a clearer picture of how you can use Asana to organize your business. If you have any questions or want to see more about my organizational systems, feel free to let me know. Thanks for reading!
