Top 3 Ways to Boss Up your Life with Asana
In real estate, project management is crucial. In this fast-paced sector with several activities happening simultaneously, the better you manage your transactions, procedures, business processes, and personnel, the more successful you will be.
Organizing your team's efforts and communication, as well as improving client service, is easier said than done. But who has the time to learn project management properly?
In this article, I teach you how to boss up your life with Asana, whether you're a single agent or a brokerage owner.
Why I Love Asana
I appreciate that Asana provides a variety of configurations and views so that you may tailor layouts and procedures to your liking. In addition, you're not limited to the board or list view, which allows you to choose from several alternatives for your field.
This allows you to keep track of several clients, your business processes, and collaborate with team members in the same location.
It's simple to assist new team members in getting up to speed once everything is set up and configured to your way of doing things.
Asana is a simple, intuitive tool that's kept basic and without distractions and unnecessary features. However, for those who enjoy the element of a pleasant surprise now and then, see my suggestions at the end!
Top 3 Ways to Boss Up your Life with Asana
BUSINESS PROCESSES VS. CLIENT PROCESSES
Board views are ideal for processes since all elements may be represented in one large location where you can monitor everything that is going on in your company at any given moment.
For instance, in qualifying leads, each lead is entered as a 'task,' moving from one end (first contact) to the last (becoming a client).
Looking at your "board" can help you assess where you're at with all your leads.
Every client gets a unique project, which I recommend organizing in list form. Different assignees, tags, and deadlines will be involved here, so it's better observed in a list format at a glance.
As you complete tasks, the list becomes shorter, adding to your sense of accomplishment.
Automation that saves time
And brainpower!
Using tools like Zapier, Asana may be easily linked with calendar management solutions such as Calendly or Acuity.
Take advantage of this feature in ways that will help you get up and running faster. For example, having a first-time prospect book an appointment might trigger the lead process by automatically placing the lead as a task on your lead qualification project board.
Now, all you have to do is manage that lead!
Easily explore all the possibilities by checking what can be integrated with Asana and how it can make your workflows more automated.
Simplified Daily Planning
Once you have set everything up according to the way you run your business and client processes, all you need to do is check your daily tasks each evening to plan your day. Or if you choose, you can do this in the evening.
Check the "My Tasks" area regularly to get an overview of tasks assigned to their project names and due dates. This section may be customized by adding criteria or switching to a different layout, such as a calendar view.
A few handy tips
A few handy tips
Keep Assignees in Place
When copying your client processes, select to assign all tasks to the same assignees. This is possible by selecting one box, so you don't have to reinvent the wheel.
Integrate Asana with your smartphone
Get notifications of important tasks via SMS while on the go, and be sure not to miss any deadlines. Even with the best planning, we get busy and forget some things!
Fun Feature
Click on your avatar to bring up a menu and select my settings. Then, select 'Hacks" and "Extra Delight." When you complete a task, Asana will surprise you every time you complete tasks!
Getting the most out of the weekly calendar view
Drag and drop events to desired dates and reschedule them quickly from the calendar view. In addition, create your color label so those events stand out from the others.
Too Busy?
If you are too busy to set up processes from scratch, you will LOVE my Asana templates! These templates are designed for real estate and have been tested by customers, making them easy to use and modify.
I will be releasing templates from time to time, so keep watching this space.
meet Sheena
Backed by two decades of demonstrated experience, I help purpose-driven women in real estate grow their businesses and achieve ultimate success with proven systems.
