As a follow-up to one of our Steps to Everyday Productivity Q&A calls, Jill, a member of the LearnDoBecome team, recorded this video to give us a peak into her Asana system.
Using the new “boards” feature, Jill organized and streamlined her “mind sweep” of ideas, projects, goals, needs and wants. While this is simply showing one way you can use Asana, we hope some of the ideas here can work for you. Watch the video to get all her tips for optimizing your system!
0:00 – Introduction
1:00 – Setting up your routines in Asana
1:20 – Accounts: add family members to your “team”
3:00 – Organizing mind sweep in Asana
6:00 – Using Asana’s “boards” for current projects
7:30 – Adding a new project/task, subtasks
10:40 – Adding task to weekly Context Based Next Actions list
12:20 – Current projects in “list” section vs. “board” section
Other helpful tips Jill shared:
- You can move an entire section without losing your heading by clicking on a section heading, holding the shift key and using the arrow keys to go down as many rows as needed. Once the section is highlighted, drag and drop the section to where you want it!
- If you struggle with capturing ideas in the moment, consider using Siri (or another virtual assistant) to get the ideas into your phone – and then move them from Reminders into Asana during your weekly review.
- Jill loves to pair Asana with Evernote, creating a seamless system throughout your devices. She uses Evernote to keep long term items – kids’ sport schedules, recipes, handwritten notes and more! Evernote serves as an amazing online filing system, while Asana is an excellent tool for project management, breaking projects down into tasks.
- If you would like to use Asana for work and home, you can use two different browsers, so that it will automatically pull up the correct one, and you can easily toggle between both.
Do you want to review another way to set up Asana to manage routines and projects? Check out the podcast April recorded here!
Regardless of where you keep your projects, the key is to find what works best for you! We want you to invest some time optimizing your system, so that it fits your needs and preferences.
What are some things you’ve done to set yourself up for success in your projects – on paper or digitally? Share your tips in the comments below!
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