Demo: My Favorite Project Management Tool for Getting Everything Done

how to use asana to manage projects

‘Project Management' sounds like such a grand, complex, forbidding skill. And yes, when it comes to large jobs, such as developing new financial software, it can be hugely challenging.

However, you need to think of this skill from the viewpoint of a solo entrepreneur or small business owner. In that case…

When you apply the concepts of traditional project management to your smaller projects, it can mean the difference between huge success and minor progress.

My customers often ask me how on earth I can crank out so many products each month. Do I have a huge team working for me? No. Do I work 48 hours a day? No.

I use a strict project management process with templates I can use over and over.

The main tool I use for managing all the tasks in a project is called asana. Its free version is packed with features and sufficient for most small businesses.

Take a look at the sneak peek video I created that gives an overview of how I personally use asana:

In the video, I don't demonstrate all the features of asana since I don't use them all.

The key is to try out different project management tools and see what you're most comfortable with.

Here are a few tools that other customers of mine love:

As I mentioned in the video, I use Dropbox for file sharing and Skype plus email for communication. I also sometimes use Google Drive for working on documents at the same time as someone else.

There are a LOT of tools available, so just pick a couple to try first. When you find something that has the features you want and doesn't seem too complicated, go for it.

There will still be a learning curve both for yourself and any team members you bring on board, so be patient.

And use templates whenever and wherever you can!

If you'd like to learn more about project management and teach others the skills for moving a project from start to finish, check out our customizable course content by clicking on the link below:

Project Mgmnt 3d

In Project Management Made Easy, you’ll get everything you need to create a personalized lead magnet, bonus resource, short course, webinar, email series, or paid product on how to use a proven project management process to move every project smoothly from start to finish.


Head here to see what's included >>

Add Project Management Made Easy to your cart:


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  1. Great video Sharyn.
    Very informative and instructional.
    I use Evernote a lot, and forgot about Asana a little bit, but Asana seems the better option for real task and project management.
    Thanks for sharing.

    1. Hey Paul, I use Evernote all the time too. But with teams, I only use Evernote to share longer notes/content. Eg, a notebook full of ideas for emails, ads, marketing plans, etc. For tasks, definitely asana all the way!

  2. Thanks Sharyn!

    Awesome, I use Asana and it was more so because my clients use it. I was not a fan of it, because I found it complicated. Your video was great training for me and I now have a better idea on how to use it for my business. Now I am excited about going in and setting it up with my tasks and projects. Looking forward to the Project Management Made Easy material.

    1. Hey Sheila, let me know if you have questions about asana. It’s tough to switch around between different systems!

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