Asana is a digital management platform aimed at small business owners and teams. It took me a while to discover how Asana could be useful for my business, as a solo-preneur, but now that I have officially jumped on the bandwagon I am kicking myself for how long it took me.
A few of my favorite things about Asana are: simple categorization and organization, intuitive design, amazing branding and of course.. because it's free.
Now, that I’ve been using Asana for about six months, I finally feel that I can write a blog post detailing how I use Asana.
For Jordan Prindle | Designs, I use Asana to track my business tasks, content queue and I recently added client management. Today, I’m giving you a behind-the-scenes look at how I organize it all.
Each morning, after checking my email, I log-in to Asana and look through my upcoming tasks for the day and week ahead. However, I strongly believe in the power of writing things down and minimizing my open tabs. So, after I review my to-do list in Asana, I write it down and close the window.
As I mentioned earlier, all of my tasks are categorized into three boards. Business Tasks, Content Queue and Client Management.
Anything that doesn’t fall into Content Queue and Client Management ends up in my Business Tasks board. This includes everything from scheduling my social media accounts to email management to blog preparation.
This board is broken down into seven columns that reflect days of the work week (Mon-Fri), my upcoming tasks and future tasks.
The Monday-Friday columns have two to three tasks that are there every single week. Under those, I include any additional tasks I want to get done that week. I typically drag and drop these items from the Upcoming Tasks column.
For example, each Monday I catch up on all emails, schedule my Instagram for the week and finish blog posts for the week ahead. However, Monday tasks may also include buying stamps for client gifts or creating a new product for my shop - anything that I want to get done that day.
The Content Queue is another board in my Asana. This board houses all of the content I create each week for Jordan Prindle | Designs.
My Content Queue is set-up to reflect the days that I share new content with the JPD community, Tuesday’s-Thursday’s.. I also have an Upcoming Content column and Content Brainstorm column.
Under the Tuesday’s-Thursday’s columns I have tasks that reflect the content that will be published for that day. For example, on Tuesday’s I always share a new blog post. Within each Task, I can add additional information and customize the settings. For all content I assign myself to the task, assign a due date, create subtasks and add tags.
The Upcoming Content and Content Brainstorm columns help me to stay ahead of my content queue. I never want to be writing the blog posts the day they are due, so I am always working at least a week ahead of my content calendar. The Content Brainstorm column is exceptionally helpful for staying ahead, I can brain dump all my blog and newsletter ideas and drag and drop them whenever I’m ready to write about that subject.
Client Management is a recent addition to my Asana Boards.
I always knew I wanted to use Asana for client onboarding, but I wanted to feel confident in the software before I started implementing it for my clients.
After talking with some business friends who use Asana for their brand + web design clients, I felt ready to take the plunge.
To streamline this, I created a Client Template board. Within this board, I have listed out each task that needs to be accomplished during my brand + web design process. Within each task, I have provided diligent notes, resources and deadlines that my clients can have access to from the very beginning of their project.
I haven’t used this with a client yet, but I think think it will not only save time and cut down on emails, but be a great resource that I can continue to grow with each new client.
Luckily, Asana allows me to duplicate a project. Once I’m ready, I can just duplicate the project, assign due dates and onboard my client. Simple as that!
Do you use Asana for your business? Tell us about it, below!