How to use Asana to organize your small business

POV: You're a small business owner who's feeling stressed and disorganized. You keep track of things in your physical planner, post-it notes, your iPhone notes app, and in your head. You feel like these systems aren't working, but you aren't sure what else you could do. You keep hearing "Asana" tossed around. People are telling you you need it to get organized, reduce your mental load, and save time. But what the heck is it and can it actually help you?!

Keep reading to learn more about what Asana is and how it can benefit you as a small business owner!

What is Asana?

Asana is a task and project management system. Translation: Asana can help you organize your to-do list, document processes so they're easy to recreate, and plan out projects, social media content, events, and so much more. It is very user-friendly and the free version has everything most business owners would need!

Who is Asana for?

Solopreneurs, small teams, and large teams alike can all benefit from using Asana. The paid version is great for larger teams and corporations, while the free version has more than enough features for small teams to find success.

What's a small team? If your team has less than 10 members, you all can use the free version of Asana. Want to work with more than 10 people? You'll need to upgrade your account.

How can a small business owner use Asana?

As a small business owner - especially a solopreneur - you're wearing a lot of hats! You're a social media manager, graphic designer, accountant, marketing expert, web designer, copywriter - and that's not even touching the services you provide for your clients!

Asana can help you manage ALL THE THINGS you do for your business: to-dos, content planning, tracking leads, onboarding + offboarding clients, event planning, networking, and more!

How can Asana save you time and reduce your mental load?

1. You can set up recurring tasks with reminders: You know those tasks you need to do daily, weekly, monthly, quarterly, and yearly? Set reminders in Asana so nothing slips through cracks and you know exactly when you need to do something!

2. Use Asana as a brain dump: When you have an idea of something you need to do, you can add it to Asana rather than working on it right then (or dealing with the mental load of thinking about it until it's complete!). Popping ideas into Asana to work on at a later time actually helps you work more productively!

3. No more carrying to-do lists in your head: By getting all your ideas and tasks into Asana, you don't have to rely on your brain to remember everything!

4. Work more productively: When you have prioritized tasks and have an organized list of what you need to do each day, you'll make the most of your admin time and will be working more efficiently than you ever have before!

How do I know if I need a task and project management system like Asana?

Does this sound familiar?

1. You are a busy business owner who wants to reduce your mental load, feel less stressed, and be more organized.

2. You find yourself wasting time trying to figure out what you should tackle on your to-do list.

3. You sometimes feel too overwhelmed with your tasks to do anything - and this might even keep you up at night.

4. Your current systems are not working. You're constantly recreating the wheel, struggling to keep up with content planning, forgetting tasks you need to do on a recurring basis, and have a hard time prioritizing tasks.

If any of those examples describe you, you and your business could definitely benefit from using Asana!

I'm convinced: I need Asana! Now what?

What's great about Asana is it's free and easy to use, so you can create your own account today! (Tip: create an account by entering your domain email and creating a password; don't login with Google.)

Are you more of an outsourcer than a DIYer? Learn more about my offer: Asana VIP Days! In just one day I'll create a custom Asana setup for you and then teach you everything you need to know to use your newly organized systems!

Use this freebie to get started with Asana!

This free workbook will walk you through organizing all of your admin tasks in a way that will help things feel more streamlined and help you get things done FAST!

I created this freebie because my Asana VIP Day clients keep telling me how helpful this one section of the onboarding questionnaire is. Documenting and planning out recurring tasks immediately helps them feel more organized and less stressed!

Click image to download!