One of the simplest ways of helping team members undertake specific tasks is by having the right workflow management tools and practices to follow.
Years ago, workflow management was created using Excel spreadsheets or Word documents. Each file would be allocated an identifier. More often than not, it was sequential before saving and printing and then placed in a folder to use as a reference guide for undertaking specific business tasks. Fast forward to now, hard copies of anything, unless they are legal documents, are now redundant. Everything is online and generally in more than one place or more than one live version. There is a way to avoid this, and here is how you can do that.
Asana is a mostly FREE online tool, and if you have an uncomplicated coaching business, this is all you will need. Still, if you’re running a more complex business with a significant turnover and team, you will need the paid version to give you the flexibility you need. If you have a large team working in Asana, approx 19AUD per user per month, check out their pricing page here.
Why is Asana the best workflow management tool?
It’s concise, user friendly, easy to pick up and does what it says it will.
PC Mag put together an article that goes more in-depth than I intended. I’m writing this from a user perspective. I’m going to rave about how I use Asana and how it makes managing a team much more effortless. Below are a few ways to use Asana to help you and your team grow your business and improve your workflow management.
- Build your business workflows
- Use it for project management
- Communicate with your team
- Assign tasks and reminders to individuals
- Allocate projects
- View by list, calendar or grant chart
- Upload files and graphics
- Create workflow management templates
- Simple and uncomplicated
- Integrates with over 100+ App
How I use the best workflow management tool on the market
It all begins when I walk into the office; it’s my go-to thing every morning.
- It’s the second App after email that I open when I begin my day in the office.
- After assessing the day’s tasks that have come in from the night before, I allocate them in Asana to a team member. I assign the due date, who will do the work, add all the relevant details, links and uploads, and that’s it. Then I get a daily list of tasks coming up and outstanding, and I can then action these accordingly.
- Another bonus with Asana is the ability to create project templates. These become the procedures for the team undertaking specific tasks. When I’m happy with the template’s flow, it has covered all the individual tasks that need to be done. It’s as simple as making a copy of the template, renaming it and assigning it to a team member as a task to be completed. Every step, everything they need to know, is in the template. So what if something changes down the track? Update your saved template so that any new copies reflect the latest version.
- Tasks in any given workflow can be repetitive. The rescheduling, reminder and reoccurring settings help keep the team and me on track for deadlines.
Ready to start making a change to the way your back of house runs? Below are 2 things you can do now right now to get answers sooner rather than later.
- BOOK A CALL AND FIND how we can positively impact your business. Book a call, and let’s have a chat to see how we can make things easier for you.
- GET THE SECRET SAUCE ON ADMIN – If you don’t have time for a call but are curious to know how we can help you, grab a copy of 12 Things Your Business Needs. It will answer your questions.
