How I run my business with Asana
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 Published On Jul 14, 2022

In this video, I share how we use Asana in my business to organise the work we're doing and to communicate as a team.

In summary:
• Everything we need to do is stored somewhere in Asana. i.e. there's a place for everything.
• We use Asana in meetings to store notes and assign tasks.
• When we're on a Zoom call with a client, we can store notes and record action steps inside a task in Asana.
• I have a saved search where I can see all the tasks assigned to my team.
• All internal communication goes through Asana. This means when we are planning our work or checking on the status, we have all communication in one place rather than in email or Slack. We still use email for communication with clients.
• We've linked Pipedrive and Calendly via Zapier so that when we win a new deal, or a client
books a call, tasks appear in Asana.
• We use templates for things like content and recurring tasks. This helps us follow a consistent process every time.

Timestamps:
00:00 - How I run my business with Asana
01:01 - Keeping all our tasks within Asana
03:20 - Using Asana during meetings
04:20 - Keeping track of my teams work
05:23 - Using Asana for internal communication
08:20 - Using Zapier to integrate Asana with other tools
09:48 - Working with templates to standardise our work

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