By now you probably know that if there’s one topic I could talk about all day, it’s my love for Asana and how it has literally saved my sanity while scaling my coaching business. Asana is also the tool that I use as one of the 5 core systems that are needed to scale and save time in your online business.
Asana is a project or task management tool which helps you manage all the tasks of your online business. It’s way better than using 5 different notebooks and 10 different colour versions of sticky notes. It’s particularly powerful as a team management tool if you have already started outsourcing different areas of your business. Here are just a few reasons why you should use a task management tool like Asana for your online business:
- Streamlines the team management process
- Increases return on investment in your payroll
- Ease of SOP and task automation
- Gives you a CEO high level overview of everything that is happening in your business
- Increases productivity by viewing only the tasks that are a priority in your business
If you haven’t come across Asana, I would highly recommend that you check it out. They have a free version which you can sign up for and get access to an additional 15 team members to use your workspace at no additional cost.
There is so much to say about it but here are a few of the features that are an absolute win!
#1: Calendar view
Seeing my tasks in calendar view. And being able to easily drag and drop them to manage my daily schedule is a win! You can toggle between different calendar, board and list view so easily
#2: My task view
This is probably my favourite feature. I love that Asana allows you to organize your activities by project and team/department. But as a CEO you also need to see the bigger picture. The ‘My tasks’ view in asana helps you see all the activities happening in your online business in one dashboard.
#3: Messaging tab
Say goodbye to email back-and-forth exchanges which often get lost in translation. With Asana you can use the messaging tab feature within each project to talk to your team members and follow up on tasks. It’s a great feature because everyone in the team sees your messages. This reduces the need to duplicate messages into another forum.
#4: Recurring tasks
You know those tasks you do on repeat in your online business like lead generating, following up with clients, creating content? Instead of manually creating a task every time you need to work on it, you can simply automate it in Asana. A new task with a new due date is created every time it is marked as complete. This saves a lot of time & brain space, allowing you to focus on being a CEO. And not having to worry that things will fall through the cracks.
#5: Multiple Project linking
Not sure if a task falls in one or another project? No problem! You can link the task to multiple projects so that you can see that very same task in more than one dashboard. I use this feature a lot when I am planning out my week. That way I’m able to see my priority tasks in one dashboard, even though they belong to other projects.
#6: Guest collaborations
This is powerful for your online business because you have an unlimited amount of guests you can collaborate with on your Asana account on the paid version. You can collaborate with up to 15 people per project on the free version. Which is still a good deal, more than any other project management tool I know of.
This means you can keep your clients within your Asana workspace even after completing your coaching project with them, which makes it easier to follow up & potentially get follow-on opportunities.
#7: Flying unicorns
Between this feature and the functionality that allows you to see your tasks in one dashboard, I am not sure which feature I love more. Every time you complete a few tasks, flying unicorns fly across your screen. This puts a smile on my face every time, and they come in different colours too 🦄🦄🦄 This is enough to keep me hooked to Asana!
Do you use Asana for your online business? Which feature do you love the most? If you need help setting up your project management system, let’s hop on a call and see how we can help you!