Hey everyone!
Jason here, digital marketing consultant.
And in this it's Asana review and demo, we're going to be walking through the top five reasons,
you should be using Asana to manage your business and make sure you deliver all of your client
work on time.
Make sure you check out the links in the description, to a timestamp table of contents, along with
some other helpful videos to keeping you organized, including a video on exactly how our team
uses Asana to make sure the videos go out on time and client work is always delivered,
when it's supposed to.
So with that, let's go ahead and dive into my screen here.
And I'll walk you through these top five things.
And the first thing I want to talk about is the, my tasks section.
Now there are four main sections here, new tasks today and later, and as I open each
one of these up, what's great is, everything that is assigned to you on all your projects
and all your tasks even if you have multiple organizations or you have multiple clients
who use Asana, everything is right here on this page.
It's very, very powerful.
So when something's initially assigned to you, which happens a lot for me, it'll show
up in news tasks and I'll be easily be able to click through and see the details of what
needs to be fixed.
If there's anything that it's been attached, as you can see here, there's a file that's
been attached.
It's very easy.
It integrates with Google drive, Dropbox box, Box and I'm sure there's a much longer laundry
list of things that it integrates with.
You can of course, click and drag files directly to the individual tasks.
But what I really like about this, is we can click and drag it and to say, okay, we're
going to work on it today.
Or we can come over here and Mark it for upcoming or later.
So if I Mark it for upcoming, maybe it's going to be done tomorrow.
I can scroll down to the upcoming section and you'll see that account access has now
been moved to upcoming.
Now, something that I've personally done inside of my upcoming section, is I've created Monday,
Tuesday, Wednesday, Thursday, Friday, because what Asana does in this, is anything that's
due within a week, will automatically show up in your upcoming section.
So it's very easy to see, what tasks you have on deck, so you can easily plan your week.
So I'll scroll back up here.
You can see account access is due tomorrow.
So I'll take care of it tomorrow.
I'm recording this on a Tuesday.
So I'll click and drag and create it for, say that I'm going to take care of it on Wednesday.
And you can actually create as many unlimited of these as you want.
So maybe you don't want to be super granular like I am.
We can just go and delete this.
And now upcoming is just a laundry list of upcoming.
If I want to create another section in my upcoming section, I can say Monday, and then
use a semi colon and now it is a section.
Now this my task page, is probably the number one reason that I think you should have switched
to Asana, because it just makes it so easy to see everything that's assigned to you in
one place.
If you're more of a visual person, you can click on calendar and then use the calendar
view to easily see everything that has been assigned to you, ends up coming and of course,
you can click and drag around calendar so you can change your due dates.
So that does it for the, my tasks section and how to create subsections in there.
So you can really stay organized with everything that you're working on.
Now number two, comes to the Trello killer, and this is something where you can now actually
have the ability, to create boards inside of Asana , just like you can with Trello.
So I just pulled up an example here.
I personally don't use boards.
I'm not a very visual person.
I like the long to-do lists, but as you can see from this example, you pretty much have
all of the functionality you would have in Trello, inside of Asana . So what's also really
great is, you can actually have the same task inside a board like this and inside of a list
as well.
So if you have people on your team who like seeing it visually like this, or you have
people on your team, who'd rather have it in a list style.
You can actually do the same thing, because tasks can be in multiple projects.
And just as an example here, if you click on the task, the task pops up.
You'll notice with this, the task takes up the whole screen, which is why I don't really
like using this view.
Whereas you saw earlier, when I clicked on a task, would still see everything on one
screen.
Now, reason number three, I think Asana is the best project management out there, for
freelancers and entrepreneurs deals with the ability to communicate right inside tasks.
So to illustrate this, I'm going to come over to inbox.
And inbox is something that is like a giant activity log for everything that you're connected
to.
So it will tell you when projects have been completed, if you're following a particular
project and it will also tell you if there's been a comment on a project.
So if I scroll down here, someone on my team has commented on the YouTube video ad rank
test, that we're about to do.
So I can click and read through the content, or if I need to respond to the comment, I
can click on the actual task.
I can scroll down to the comment section and say, “Hey”, and then you can use the ad
name and type in the team member so that it shows up in their inbox.
“This looks great.
Let's do it.”
And then when I click comment, everyone who's following this particular task, will be notified
that I've put in comment.
And this just, it pretty much eliminates all internal email.
Using this function inside of Asana, we've cut our internal emails by over 99%.
Pretty much we just use email, when new people are coming on board and then eventually everyone
is able to communicate inside of Asana.
It's very, very easy.
Asana also has the ability to post updates and communications to everyone on the team.
So it makes it very, very easy to do all of your communication inside here.
And the reason that I like it so much, is because conversations are always tied directly
to the tasks or projects.
So we never lose any communication.
And communication typically doesn't slip through the cracks.
Now this next one might be a drawback for some of you, but this is team transparency.
So I'll go ahead and click on my sidebar here.
I can click on another team member and then I can see all of their tasks.
So if you're a team leader or your project lead, it's very easy to make sure that you're
not overwhelming people and quickly reprioritize some people's tasks.
If they have been overwhelmed or you need to switch around due dates, it's very easy
to see everyone here.
So everyone on my team can do that to me.
And I can do that to pretty much everyone else on the team as well.
So I see that as a huge plus because it adds transparency to the workplace and it kind
of removes the typical top down structure.
And I think it's just a great way to encourage a lot more collaboration.
Now, the final reason, I think Asana is awesome for you as an entrepreneur, a freelance or
a business owner, deals with the organization.
Now I tend to be quite OCD and I'm extremely granular with how I like to organize things.
And Asana over-delivers in this regard.
So I'll go ahead and click on my new task here.
That's onboarding.
So what's great is, you can have projects and then you can have tasks and you can have
sub tasks, you could have sections and you can have even more subtasks.
So to illustrate just how granular you can get, let's go ahead and go through this template
for onboarding a new video editor.
So I've done the first part, which is hiring.
And now I can see there's a sub task for the actual onboarding process.
It's assigned to me, it's due next week.
So I can click through to this sub task.
And now I can see tasks inside of the subtests.
So we're in hiring the video editor, we're in the task of onboarding, and now we have
subtasks underneath that.
So we're three tasks deep right now.
And as you can see, you can actually create sections inside of your tasks.
So I have set up, then account access did that earlier today.
So I can go ahead and check that off.
And then I can go ahead and assign this to myself and say, “I need to send this off
later to day.”
And now you can see training letter just showed up in new tasks.
And so what this really allows you to do, as the team lead, or if you're looking to
get your team to use this, is it keeps the projects very low.
So you'll see here, if I go to my project section, all of my projects with the exception
of the demo that I just set up, are for major kind of overarching parts of our business.
And then inside of that, our tasks and sections, I can show you what our YouTube project looks
like.
There's different sections and tasks and subtasks, allow us to stay extremely organized without
having 20 different projects on the side.
So for example, one more example here.
If we go to, let's say this one T 57, this is the video that I'm supposed to be recording
right now.
You can see, we have sections and then it's assigned different parts of the video are
assigned to individuals on the team and all of the micro steps that it takes to bring
a video to life live on YouTube, can be inside of one task.
So it's extremely easy and powerful to stay organized with Asana.
So if you got some value out of this video, go and hit that like button and subscribe
for more in-depth, demos and reviews, just like this one.
Make sure you comment below, if you have any Asana questions and as always, keep building
the business you love.