Have you been feeling frazzled and overwhelmed? Need to get things in order and streamline your systems? The March 2014 Coffee Talk webinar shares how you can get more organized using the Asana app. *Many thanks to our guest presenter, Cena Block (founder of SaneSpaces.com), for this helpful (and actionable) information.

1. Coffee Talk Webinar
Deb Lee, Technology Advisor
SOHO Tech Training
SOHOTechTraining.com
Presented by:
March 20, 2014 @ 2 pm ET
#CoffeeTalk

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Organize Your Business
& Life Using Asana
With Guest: Cena Block of www.sanespaces.com
©2014 Cena Block, Sane Spaces, LLC
cena@sanespaces.com

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What is Asana
 Full service project and team management tool
 Cloud-based
 Collaborative workspace
 Used to plan, organize and communicate details
across distances
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Why Asana (WIAFM)
(What’s in Asana for me?)
 Saves time and redundancy
 Faster, clearer communications
with teams - immediate updates
available to all
 More time off - Reduce stress
 Deliver what you promise – ‘new
level, new devil’
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Benefits of Using Asana
 Accessible to all team members with email addresses
 Google-compatible
 Avoids email trails
 Customizable user dashboard containing
all tasks and due dates
 Uploading & downloading documents
 Easily move and update tasks
 Enhance and streamline virtual communication with teams
 Enhances virtual teaming and allows for instant updates
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Asana instead of Email
 Work through your Asana
Inbox tasks to stay
current and avoid losing
details in your email
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Asana for Projects
1. Create a project
2. Add a description
3. Assign a color
4. Assign team members
5. Brainstorm tasks
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Asana for Tasks
1. Add tasks within a Project
2. Add subtasks
3. Assign due dates
4. Assign tasks to team members
5. Create categories using “:”
Task
Sub Tasks
Create Categories
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Asana for Templates:
“Launch”, “Class”, “Posts”
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Asana for Teams
 Create one project/VA for different biz processes:
 Web Stuff - Jenn
 Copy Writing – Carol
 Infusionsoft – Ramona
 Blogs, Tips & Newsletters – Renee’
 Projects – Various
 OR Create Projects for cyclical/ongoing tasks:
Blogging, Tips, Newsletters etc.
 Assign tasks
 Communicate
 Change deadlines
 Upload changes
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

12. +Asana for
Recurring Tasks: Blogging
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

13. +Task Management 13
©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Asana for “Light” CRM
Client Management
 Create a project called “CLIENTS”
 Use Tags to manage
 Create ‘Stages’ for clients:
 Leads
 Prospects
 Product Purchasers
 Speaking Clients
 Current
 Not-Current
 Group Programs
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

15. +CRM – Workflow Example 15
©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

16. +CRM – Client Example 16
©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

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Want to try? I can help!
 For your Free Discovery Session
Connect at http://sanespaces.com/contact-us/
 Free Video Training for entrepreneurs go here!
http://bit.ly/18dg3Pd
9 Essential Strategies to Mom’s Biz Sanity
 To check out the Planapaloozah™
Self-Paced Home Study System go here:
http://sanespaces.com/prm/planapaloozah-self-paced/
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©2014 Cena Block, Sane Spaces, LLC cena@sanespaces.com

18. Thanks for Joining Us!
SOHOTechTraining.com
*Free copy of “10 Sm@rt SOHO Tech Solutions” with newsletter subscription.