a comprehensive guide


Getting started for the day

  • Open Asana and leave it open for the remainder of the day.

  • Update it throughout the day.


Sort all tasks by order of importance

My Tasks - all things assigned to you.

  • Blue (or the ones in the “Recently Assigned” section) – These are all new tasks that have been assigned to you. Please make them as “Today”, “Upcoming” or “Later”. This is your opportunity to ask questions if you don’t understand what has been assigned to you.

  • Today – Sort all tasks in the order of importance so you can stay on track.

  • Waiting on Client – This section is for tasks you cannot complete until your client gives you more data. The rule of thumb is that you must follow up on these tasks weekly via email reminding the client of what they owe you. After two consecutive weeks, please call the client. If not successful in reaching client, follow-up with an email noting in a status update that you reached out.

  • Upcoming and Later – Put tasks here that have a due date in the future and they will not pop up again until they are due.

  • Make sure you setup your 3 main categories as told in the initial Asana video - Ready to work, Waiting on Client and Needs sorted. They are customize-able, of course, but they are a must have in order to stay organized. Outside of this core, do what you think is best - whatever keeps you on top of everything.

Client Dashboard - all tasks associated with client.

  • List of Needs – This is a list of everything you are waiting for from the client. This could be bank access, questions about accounts, etc. This list can easily be copied and pasted right into an email each week. Be sure to update this each time something has been given or a new need arises.

  • Make sure there are no old tasks and that everything is orderly. If something, doesn’t look right - reach out to the Success Team member assigned.


Keeping the progress moving with the team:

  • Status update - See video and guide below.

  • Assigning a final task – See video and guide below.

Related Resources

Please be sure to watch videos on your
personal computer or phone (not the cloud).