Asana for Client Work: Creating a template project

If you are a service-based business…

You need to have a simple way of tracking your client work and where you are at with any given project. I highly recommend Asana because it’s free and has just the right amount of functionality (not too simple and not total overkill like some of its competitors).

Here, I break down exactly how I created and use a template Asana project to manage my website design projects.

 
 

Want my templates to help you get started?

the Asana Essentials Tool Kit
$47.00

Are you ready to supercharge your productivity and bring order to your business chaos? Meet The Asana Essentials Tool Kit, your new best friend in project management! This comprehensive bundle of Asana project templates is designed to streamline your operations and keep your business running like a well-oiled machine.

What’s Inside?

  • Video Tutorial: walking you through everything you need to know to download, install and use the Asana project templates

  • Client Project Template: Easily gather and communicate all the details you need for your client projects. This template ensures you never miss a deadline and always deliver top-notch client experiences.

  • Business Blueprint Template: Keep all your frequently referenced documents and essential information at your fingertips. From strategic plans to important contacts, this template has you covered.

  • Content Creation Template: Struggling to stay consistent with your content? Plan, draft, and schedule your social media posts, blogs, newsletters, and more with this handy template.

  • Offers & Strategy Template: Gain a clear overview of your business strategy. Map out your offers, set strategic goals, and track your progress to stay focused and make informed decisions.

  • SOPs & Admin Template: Simplify your recurring tasks and document your standard operating procedures (SOPs) to ensure consistency and efficiency in your business operations.

Why You’ll Love It:

  • Boost Your Efficiency: With these pre-designed templates, set up and manage your projects faster and more effectively.

  • Stay Organized: Keep all your important information and tasks in one place, making it easy to stay on top of everything.

  • Consistency is Key: Ensure that your content and client interactions are consistent and high-quality.

  • Strategic Clarity: Get a bird's eye view of your business strategy and stay focused on your goals.

  • Streamlined Processes: Simplify your recurring tasks and SOPs, saving time and reducing errors.

Transform your business operations with The Asana Essentials Tool Kit. Whether you’re a solo entrepreneur or managing a team, these templates will help you achieve more with less stress. Get started today and experience the magic of simplicity and efficiency in your work!

 

Resources I mentioned:


You might also like…

 

Want some help perfecting your existing Squarespace website?

 
 
Ellie McBride

A few years ago I moved halfway across the world after marrying a beautiful man from N. Ireland. To support a more flexible life, I created systems and a kickass website to protect my time, energy and yes my flexibility. And then I started doing it for my clients too!

Want a website that helps you grow in a way that feels effortless by taking your business off manual-mode? Let’s talk!

https://calibratedconcepts.com/
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