How I Use Asana To Organize My 6-Figure Agency (Project Management)

👋 Hey #botfam! Last week, I asked you guys in our Facebook Community if you wanted to see how we organize our two businesses (School of Bots and our chatbot agency). 140+ of you said YES! so here's me pulling back the curtain on our Asana (what we use for project management).
⬇ What other types of productivity videos would you want us to film? Comment below! ⬇
---
🔥 To learn how to create your first 'chatbot funnel', check out: go.schoolofbots.co/instagram-...
---
🛎️ Subscribe to our channel to join the #botfam & SMASH that notification bell so you never miss an upload! » bit.ly/schoolofbotsyt for new videos!
#schoolofbots #messengermarketing #manychat #chatbots

[@the_chett]

This is legendary! Holy grail of organization!

[@browngirlgreenlife4702]

Love the pile up zone! Great idea for a general 'brain dump' spot so you can keep focused. Thanks for sharing!

[@schoolofbots]

You're welcome! Glad you found it valuable :)

[@gianni.santi.]

This is incredibly helpful stuff. Imagine all the work hours you helped save for other people! Please put out more content like this when you can. Whoever disliked is probably envious they didn't come up with this system first.

[@schoolofbots]

Thank you so much for the feedback, Gian!! I’m really happy that you found this video valuable 😊 - Natasha

[@HimmatSingh-yh8ks]

Great to see those detailed task sheets of yours, you do your work with a lot of passion.

[@spobob88]

Amazing. The best asana tutorial video so far that intuitively made sense.

[@schoolofbots]

spobob88 happy to hear this was valuable for you! :) - Natasha

[@Leto2ndAtreides]

The "I'm an organization nerd" thing makes me smile.

[@CrystalCuddington]

Extremely helpful. Thanks for sharing!

[@rsforyoucleaningservices6628]

Thank you for your help with the idea and access to ASANA. I like the asana work system, and if I'm a beginner. thank you

[@coachkenny]

I LOVE that 1st task on your list!!!!

[@Cocoacassie]

This video was amazing, so much more clarity on how to organize and use Asana! I'm so grateful for you guys 😃🙏🏿

[@schoolofbots]

Thank you! We are happy to hear that! 😊

[@professionalbackup9184]

this is the clear & best guide to asana also project management in the whole internet

[@mness1440]

Extremely helpful video! Thank you! I'm just started using ASANA and you gave me a good overview on how to structure my biz orgranisation.

[@schoolofbots]

Amazing, so happy to hear that! - Natasha, CMO @schoolofbots

[@lukezammit88]

Great insight! I use asana also and you’ve taught me a few things I didn’t know existed in it - thanks!

[@schoolofbots]

Hey! So happy to hear this video was helpful for you! 😍 - Benz, School of Bots Community Manager

[@DylanHey]

THIS IS 🔥 thanks for sharing Natasha!

[@schoolofbots]

Thanks for watching!! 🔥🔥 - Benz, School of Bots Community Manager

[@sabrinasway]

Such a great video girl!!!

[@tobkin]

Wow I want to be as good of an organization nerd as you. Super useful video. I really appreciate that you focused on solving the challenges of running a business rather than the nitty-gritties of just using a tool. Do you have any content that covers more about how you tie this all together with Sheets and Calendar? One of my employees now says he uses a similar stack, glued together with Zapier to automate data management for his startup and was curious to see a comparison of strategies.

[@ethangreen5510]

Amazing content!! Always put out your best content for free, your a great example of this‼️🙌🏽

[@schoolofbots]

Hey Ethan, Gaia here from the School of Bots team. Thank you so much for your feedback! We really appreciate it 🔥

[@schoolofbots]

😄 Thank you, Ethan! We appreciate the feedback!

[@cameronfoster534]

Awesome value in your content. Keep it up! 😊✌

[@schoolofbots]

Thank you so much for watching!! 🥰 - Benz, School of Bots Community Manager

[@MichelleAiden]

This video was extremely helpful, Natasha! Thank you so much for sharing this gold! I would love to see more like this, if you're open to creating them!

[@schoolofbots]

Thank you! We're so happy to hear that :)

[@mcee555]

LOVELY!!! Tysm xx

[@schoolofbots]

Thank you so much for watching and being a part of the #botfam! - Benz, School of Bots Community Manager

[@darkod4772]

Great tips many thanks!

[@schoolofbots]

Thanks for watching Darko!! :) - Natasha

[@erinnstreeter]

Ever considered moving a 'delete' item to an 'idea graveyard' board? Then when you have ideas, before committing them to the project pile, you can search for them in the graveyard and read why you rejected them at the time.

[@schoolofbots]

Definitely! We keep them in an "idea" column so we don't have to waste time moving them to a new board. - Natasha

[@azurebat4553]

I like how you have everything so organized and sort of automated :) I'm so going to try this out for some projects I'm working on. I'm also mostly on the go with my cellphone (will be getting a laptop eventually) and am curious as to what apps you use? I will be using the Asana app for sure and maybe Airtable.

[@schoolofbots]

Hey Azurebat :) So glad to hear that this video was valuable! I use about 10 core platforms to get work done. However, I mainly organize everything under Asana and Google Sheets. I've been wanting to get more into AirTable recently, but haven't had time to dig into it. I found out about it when they first launched, but then forgot about it because I didn't want to learn a whole new platform :) Thanks for watching and being a part of the #botfam!! - Natasha

[@johnbishop8570]

@@schoolofbots mindly app, is a awesome app to check out. You won't regret it!

[@corbinzake5484]

Gold. Exactly what I needed

[@schoolofbots]

Amazing! We're so happy to hear that :)

[@corbinzake5484]

@@schoolofbots do you know of any sites that can handle managing 100s of Instagram pages all in once place?

[@rditto7473]

Thanks for the advice

[@REDBALLOONSTUDIOS]

Love this video! I'm curious as to how you have your team roles tab setup. Is there a possibility a video can be done on that? Thanks for sharing!

[@schoolofbots]

Hey there! That tab specifically just breaks down each team player's role, name, contact information for new team members and our clients. But we do have mindmaps that include everyone's responsibilities in the company. Hope that gives you a good starting point! - Natasha, CMO @schoolofbots

[@dianamintinternationalreal8043]

Thanks I have started using Asana two weeks back but its a bit of mess, hopefully this video will help. I am going to delete and restart. Just wanted to check how the templates created.

[@seanrainey3868]

Got an update on you use it since Asana has evolved considerably since this video was published. Cheers!

[@ThatSocialMediaLady]

Great video. Thanks

[@schoolofbots]

Glad this was helpful for you! - Natasha

[@nickmoussoulisinsanebots4293]

Great stuff as always Natasha! Loved your first daily task "10❌ f***ing EVERYTHING!" 🔥

[@schoolofbots]

🔥 Hey! So happy to hear this video was valuable for you! :) - Benz, School of Bots Community Manager

[@LyndonWesleyMusic]

My entire life is a pile-up-zone! Ha ha Seriously though, I cannot believe I've not thought to do this. Definitely gonna try utilising a Pile-up-zone.

[@schoolofbots]

Haha, same ;) Glad you found this valuable! - Natasha, CMO @schoolofbots

[@vickymcgahey2781]

wow! Great stuff! Did you 10X your" !" output! You Rock! Thanks for this. qi=uite inspiring!

[@schoolofbots]

Happy you found this video valuable! :) - Natasha

[@darrelldudley9099]

Great video!!!!

[@schoolofbots]

Happy to hear you found it valuable!! :)

[@AdamBoettiger]

This was such great content. Thanks for sharing! Do you find the Premium plan is sufficient for your group work or do you use Business plan for Portfolios and Timeline?

[@schoolofbots]

Thanks for the feedback, Adam! We find that the Premium plan works great for our needs 😄

[@kitegames3351]

very good. ..

[@brunoguerracom]

Great thanks!

[@schoolofbots]

Glad this was helpful! :) - Natasha

[@mr.comfyriches2141]

Finally. A bot channel that knows something of use lol.

[@schoolofbots]

Really happy to hear that our videos were helpful for you :) We try to make them as actionable as possible - no fluff! - Natasha

[@Sunny066]

Great demo! Are you guys using any team chat platform with asana as well? Like slack

[@schoolofbots]

We use Slack! :) We utilize Asana comments for most of our conversations, but Slack for urgent matters or long discussions! - Natasha

gracias por compartir y

[@WendyValencia]

at 13:16 I was wondering how you created Sections for your subtasks...it looks like you imported a whole project in but I can't figure out how you did that. My subtasks can't be catigorized

[@schoolofbots]

Hey Wendy!! :) When you're inside of an Asana card, if you click TAB + N on your keyboard it'll create a new section. Let me know if that answers your question! - Natasha

[@WendyValencia]

THANK YOU!!!!! This video was so super helpful to me!!!! Thank you for answering!

[@schoolofbots]

@@WendyValencia You're very welcome!! :) Thanks for watching and being a part of our #botfam on KZbin!

[@nickfleming3719]

This is exactly like Toyota's kanban system they use on the factory floor to track part assembly. さすが日本人だね

[@mydarlingdaisy]

Do you know how to manage project budgets in Asana? I would like to document cost by each activity and then roll up the costs by project. Thank you, Natasha!

[@schoolofbots]

Hey there! :) This would be a bit tricky to automatically keep track of using Asana. I would recommend using Google Sheets or Airtable (which you can think of as a blend between Asana and Google Sheets). If you're insistent on using Asana for this, you could try using the exact same format for every Asana card description - Then use a Zap / Scenario in Integromat to find that budget, and put it into a Sheet/elsewhere to calculate this. Hope that helps!! :) - Natasha

[@currentcommerce]

Are you trying to track the cost hourly for each task?

[@antonieehredt3155]

Are your boards named after the client while the projects are set up as tasks to be completed with a more detailed subtask list?

[@schoolofbots]

Hey Antonie! That's exactly correct :) We have 2 types of boards for client projects: internal for our team, and client-facing. Hope that helps! - Natasha, CMO @schoolofbots

[@shefeeqk]

VERY helpful channel! I prefer mutliple shorter videos. I wonder if anyone else feel that way.

[@schoolofbots]

Hey, shefeeqk! Thank you so much for your support!. We are so glad to hear that our video is helpful for you. 🤗🤗 Thanks for watching and being a part of the #botfam! - Benz, School of Bots Community Manager

[@GabrielaPerez-jc7pi]

this is great video, Id just like to mention your audio is off (to low when you're speaking, and too loud when there's music)

[@the_chett]

Awesome video except the volume was on the low-side

[@uvilmagbanua4269]

Audio needs a lot of improvement considering you have a mic. Out of proportion with the music.

[@schoolofbots]

Hi Uvil, this video is more than a year old so we've definitely refined our video production process since then :) Hope you can still find this or our newer videos valuable! - Natasha, CMO @schoolofbots

[@danielperrin3116]

I use Restyaboard

[@schoolofbots]

Awesome, glad to hear that's working for you! - Natasha

[@NAZERATIk]

🙏🏽🙏🏽🙏🏽🙏🏽

[@schoolofbots]

Thanks for watching! 😄 - Benz, School of Bots Community Manager

[@Mindsaw]

The music was too loud.

[@LauraEllen999]

This seems like a great video but the volume on your voice is so low (and the music is so loud by contrast) I couldn't watch anymore : (. But it looks like a good video, I know I could probably hear it if I went and got headphones but I just don't have time to look for them.

[@virgilthompson9247]

Agree. Voice volume is just a bit low...music doesn't help.I'm 6 minutes into the video and it's annoying. The info is good...will try to deal. Can you remix?

[@schoolofbots]

Thanks for the feedback Laura and Virgil! This video is more than a year old so we've definitely refined our video production process since then :) Hope you can still find this or our newer videos valuable! - Natasha, CMO @schoolofbots

[@anthonyaulsebrook6910]

Great information. Background music is very annoying though.

[@schoolofbots]

Thanks for the feedback Anthony! We no longer add background music to our videos :) - Natasha

[@lizalpha1744]

great content, but audio is poor

[@schoolofbots]

Thanks for the feedback Liz - this video's over a year old, so we've definitely upped our production game since then ;)

[@bilboloko100]

Please, drop the music background next time. Thanks

[@schoolofbots]

appreciate the feedback! this video is from a while back, so we've definitely altered our editing style :) - Natasha

[@ClaudiaDeyulia]

Too quiet, couldn't understand what you were saying. Couldn't watch till the end. 😔

[@sergheikandikov3087]

Content is great, the presentation suffers however. Music is too loud. The presenter talks nonstop with the same level of voice over the music with no emotion or you just rush through the presentation. It is very hard to listen, I tried to listen to it couple of times and I felt asleep on the 5-th - 10-th minutes. There is also the nose at about 19-th minute of your video which is waking up the listener, but is in huge contrast with all previous video, so it make feel your listeners bad. I am for sure will not listen it twice and I will find somebody else to listen on this topic. Please take it as the feed-back, not an insult.

[@TeresaGriffith]

MASSIVE mic yet I can hardly hear you...

[@schoolofbots]

thanks for the feedback Teresa! This video was filmed in our early days of recording, so our apologies for the not-so-amazing sound. We’ve definitely leveled up our production since then! Hope you still found this video valuable :) - Natasha

[@freshpootube]

"my 6-figure agency" - is that necessary?

[@serviceproper]

Way too much unnecessary stuff

[@schoolofbots]

hope you got something out of the video regardless!