Managing Projects to Get More Done: Asana

by Dr. Ginger Bratzel

 [Managing Projects to Get More Done: Asana]


Hey there, Ginger Bratzel with you. And we are giving you big picture thinking and the tools and training and resources you need to grow your business in the coming year. And since we are in a new year, I thought it was really important to put a resource together something that we use every day in our business things we teach our clients to make things run smoother and get more done.

Now, since we’re talking about top tools, I wanted to dig in and talk about one of those resources that’s instrumental in making all those big ideas and projects get done. I think it’s the top of the list for our business and keeping things organized and is for any business, you know, as you grow, you’re going to have more complexity.

As you grow, there are more wheels, balls in the air,  and plates spinning at once. So how do you keep on top of it?

How does everyone know what’s going on, especially right now where more businesses are virtual?  Even if you have a brick and mortar, or you’re 100% virtual, there is some dynamic where you need to communicate with people in a different spectrum and have it all down. And for us that tool is Asana.   It’s project management software.

It pretty much takes care of everything in our business and allows me to know where each step is. Now there are about a million ways I can use Asana, but I want to share three of them with you three of them that we use in our business I think you can benefit from and mimic and use in your own business.

Way #1

Now, since it’s one of the central hubs of everything going on in the business, we know where everything’s at. Anyone can who’s on a project can jump in and say what step is it on who’s working on it? What’s the deadline, because it’s all recorded there virtually in-crowd. You know, like big companies like Facebook, use Asana, and most of the time, Asana is a free tool depending on the size of your business and how many users you have on it. But it gives you a free option of getting started. So you can play around with it. So for one, it’s the central hub for us. That’s number one for us. on doing it, we can look at the list view or I can look at a calendar view. I can search by a team member or I can look at a task.

Way #2

We use it for notes and brainstorming for office meetings. So as we go through, we can make categories and subcategories. The old business that didn’t get completed and the new business that’s taken care of.  If it’s a particular project, then go line item as we brainstorm out our ideas. And so we just bullet point those items as we go through to get it out of our heads and record.  Then we can shuffle them around until it creates a project flow.  Once I get it all set up the way I want it to, I or the project manager can start assigning tasks to particular people in the company and give them a due date.

So it gives us the ability to take what was usually just a piece of paper or even a whiteboard, and we’re just throwing things up on it and transfer it into a digital format, where anyone can see it to see what’s going on. And we take all our notes for our meetings in live real-time.

Way #3

Now the third way that I think it’s beneficial for Asana, is managing recurring task. So right now as I’m creating this training for our blog to get off each week, there are about 20 different things that have to happen across five or six people in the company. EVERY WEEK!

I don’t have to find a task sheet of paper and say what am I supposed to do, even though I’ve done it hundreds and hundreds of times.   Each person knows what’s they need from me, so I record this by a certain day. So we can get turned into an article. So they can post it on the website. They can put it on YouTube and social media.  They can get graphics created for it.

Resource Mentioned In This Episode

21 Top Productivity Tools for 2021

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If you want to talk more about how to do this or strategies for your office, you want to start with the simple or you want to go with a big and you’re ready to do that and you want to get things cloned again, reach out to us and we’ll do an exploratory get acquainted call and see if it’s a good relationship for us to do it.