Do you want to cut down on your emails and
meetings, effortlessly prioritize tasks, spend wayyyyy less time searching for
information, and never forget a deadline? ONE TOOL can give you all those benefits, and
it’s called a task management platform. You might have heard of Asana, or ClickUp, or Microsoft
Planner… those are all task management platforms. In fact, many teams, including ours, use this
tool to move to ZERO-meeting and ZERO-email workflows. Is that even possible? We’ve
been doing it for over 5 years, so …YES! Incredible, right? Our platform of choice is
Asana (and full disclosure, we are not sponsored or
affiliated with them in any). These days they’re all pretty much the same, but
we adore ASANA. It’s essentially a high-tech, 21st century to-do list. Except ways better because all of our task lists are connected. So
if __ thinks of something for me to do… __ just sends it to me as a task that appears
right on my life. No emailing necessary! We don’t just use it for work but all our
personal tasks too — like ordering the dog food, making doctors appointments,
and coordinating with the nanny. Asana’s not the only choice
in this market. Check out my other video to find the task
manager that’s right for you. But the topic of this video is how
to use Asana to organize your life. Because there’s a RIGHT way to use
Asana, and a lot of WRONG ways. Asana’s main organizational tool is the PROJECT.
I have projects for main initiatives inside my business that have specific completion dates,
like launching our book which is happening later this year, and developing new courses.
I also have projects for ongoing initiatives, like creating new youtube videos,
that we film on a monthly basis. I have projects for my personal life in here
too — like birthdays. I have a whole project that is just for the important birthdays I want
to remember and buy a present in advance for. So the first thing to think about is, what
projects would you need to create inside Asana? You can get creative here. If you’re
a service provider with a handful of clients, for example, you could
have a project for each client. One project I love that we have for our team is a
GOALS project that specifically lists out our big year-long goals, so that our
whole team has transparency and understands how their work
ladders up to the big milestones. But you don’t have to have
a project for everything, just the biggest projects where you feel that
you could use some additional organization. The second, and most useful
tool inside Asana is the TASK. I have tasks for everything I need
to do for today, this week, and this month. Yes — everything. Inside each task are
all the relevant details one would need to know. Such as the due date, links to supporting
documents, and the done criteria. I put a star emoji in front of tasks that relate to my
Champagne Moment, my #1 priority for the week. I also tag my tasks to help group them together if
they’re not already in a project. One tag that’s particularly helpful is called “URGENT” so I can
differentiate it from other less urgent tasks. And right inside the task, you can collaborate
and communicate with members of your team. Whether it’s a task to remind
myself that I need to schedule a doctor’s appointment for my daughter, or
a task to follow up with our publicist, or a task to reply to a lengthy client
email — it all goes into Asana. This is where the magic happens, because
I’m able to see everything I need to do in one place. It’s not scattered across
emails, messages, verbal reminders, or my brain. It’s all consolidated into
my single task list in Asana. Woohoo! So the next thing to ask yourself is, what are
the tasks I need to do today, this week, and this month? What are the tasks my team members need to
do? All of those go into Asana. Don’t worry about getting every last thing, because you can always
keep adding more tasks when you remember them. Once you’ve set up your projects and tasks, you’re
officially ready to rock and roll with Asana. Instead of messaging your team
members on other platforms, challenge yourself to keep communication
exclusively inside Asana at the task level. You’ll be AMAZED at how much faster and
clearer your team is able to work using Asana. When you delegate tasks
thoroughly and correctly in Asana, you’ll start noticing that your
team is able to get more and more done WITHOUT your input — meaning more
time for you to spend on your deep work. Clearly, we love Asana. We teach all
our high-level clients how to use it, and you really can’t go wrong with it. However, like all task management
programs, it’s so full of features that it can be hard to understand WHICH
features to use and which ones you can skip. After all, the secret to getting good
results from your task manager is using it CONSISTENTLY...and to use it consistently,
you need to have a simple way to use it. Not some complicated, convoluted, fancy way of using it that you aren’t
able to stick to in the long term. So that’s why I put together a detailed course
on how to use Asana the Lifehack Method way. It’s for any professional or
entrepreneur who wants to learn how to use Asana effectively and consistently
to power their work and their lifestyle. It’s going to show you behind the curtain of
how we use Asana every day to run our business and our life, and the step-by-step
process you can follow to use it too. Click the link in the description to get the
full details and learn when enrollment will open. Thank you SO MUCH for watching! If you
like this video, give it a thumbs up. And if you’re obsessed with human potential
and living your best life (like we are), consider subscribing to this channel too. See you in our next video!
