Business Systems & Operations

Tips & Tricks

Asana Tutorial for OBMs (2026): How to Set Up Asana When You're Managing Your Business AND Your Clients'

Asana Tutorial for OBMs (2026): How to Set Up Asana When You're Managing Your Business AND Your Clients'

Asana Tutorial for OBMs (2026): How to Set Up Asana When You're Managing Your Business AND Your Clients'Samantha Kasbrick
Published on: 23/09/2026

As an OBM, your Asana account needs to work in two directions at once. Here's the exact setup — three teams, client projects, and an Operations Hub — so nothing bleeds into each other.

Asanaasana tutorial 2026asana free plan
How to Create a Lead Tracker in Asana (Step-by-Step)

How to Create a Lead Tracker in Asana (Step-by-Step)

How to Create a Lead Tracker in Asana (Step-by-Step)Samantha Kasbrick
Published on: 16/09/2026

Learn how to create a lead tracker in Asana step by step. A simple pipeline that catches every follow-up so you stop losing clients you already earned. Free plan friendly.

Asanaasana for beginnersasana free planasana tutorial 2026business systemslead tracker
Asana Tutorial for Real Estate Agents (2026) – Free Project Management Tool

Asana Tutorial for Real Estate Agents (2026) – Free Project Management Tool

Asana Tutorial for Real Estate Agents (2026) – Free Project Management ToolSamantha Kasbrick
Published on: 09/09/2026

A free Asana setup for real estate agents - build a lead and deal pipeline, a reusable listing checklist, client follow-ups, and a shared team calendar so no lead or closing slips.

business systemsbusiness toolsasana for beginnersasana free planasana tutorial 2026free project management toolproject management for small businessAsana
How to Add Sections Inside Asana Tasks (and Why It Changes Everything)

How to Add Sections Inside Asana Tasks (and Why It Changes Everything)

How to Add Sections Inside Asana Tasks (and Why It Changes Everything)Samantha Kasbrick
Published on: 08/04/2026

Did you know you can add sections inside your Asana tasks to organize your subtasks? Here is exactly how to set it up, when to use it, and free plan workarounds for subsections.

asana tutorial 2026free asana tutorialasana for beginnersasana free planproject management for small businessasana for coachesasana for virtual assistantsasana solopreneurbusiness systemsfree project management toolasana setup tutorial

Home | Shop | Contact

View our Privacy Policy and Terms and Conditions here.

© 2026. All Rights Reserved.

My business is built on kindness, respect, and inclusivity. I’m committed to creating a safe, welcoming space for clients, customers, team, and audience — inclusive of all races, nationalities, disabilities (mental and physical), body sizes, neurodiversity, parents, sexual orientations, and gender identities.