Oh Asana, how I love thee.

It streamlines workflows, improves collaboration, and boosts productivity like a superhero of project management.

If you aren’t using a project management tool let’s talk about how marketing teams can harness the power of Asana to make their projects and campaigns more manageable, because let’s face it, who doesn’t love a bit of control in their lives?

Asana might not be superwoman, but it can sure help you feel like a little like her.

The fundamentals I’ll talk about are not limited to Asana, these are all project management fundamentals but I’m talking about how I use them in Asana. Whether you use Asana or another tool, you’ll still take some organizational structure from this for marketing teams using any project management tool. 

Step 1: Create a Workspace and Projects

The beginning of the epic journey towards mastering Asana is to create a workspace for your marketing team. 

This is a digital space where your team can collaborate, communicate, and manage projects. To create a workspace, simply sign up for Asana and follow the prompts.

Next up, projects!  Projects are the battle plans that help you organize and manage tasks related to specific initiatives. Whether for a product launch or a social media campaign, you’ll need a project to keep it all together. 

To create a project, click the “+” button in your workspace and select “New Project.”

Give it a name! Assign it a color and voilà you are ready to start building your project.

Step 2: Create Tasks and Assignments

This is where the real fun begins. 

Tasks are the building blocks of your project. Don’t forget to include a clear description, due date, links to documents and any relevant details and resources someone might need to complete the task. 

Once you’ve created a task, assign it to a team member by selecting the “Assignee” option. They will receive a notification about their task and are ready to get started.

Step 3: Collaborate and Communicate

Asana makes it easy for marketing teams to collaborate and communicate on projects directly in Asana.

Team members can leave comments and attach files directly to tasks, making it easy to share information, ask for and give feedback.

To leave a comment on a task, click on the task and scroll down to the “Comments” section. Type your comment and hit enter. To attach a file, click on the task and select “Attach File” or the paperclip button. Choose the file you want to attach and click “Upload.”

Now your project is coming to life! 

Step 4: Track Progress and Milestones

Set up milestones to mark important dates or events within your project and use Asana’s progress tracking features to see how far along you are. Use the “Progress” feature to mark tasks as “Incomplete,” “In Progress,” or “Complete.”

To set up a milestone, click on the project and select “Add Milestone.” Name the milestone and set a due date. 

Step 5: Automate Tasks with Integrations

Because who has time to do everything manually? 

Asana integrates with other tools and services, allowing marketing teams to automate tasks and streamline their workflow. 

For example, you can use Zapier to automatically create tasks in Asana when a new lead is added to your CRM.

Connect your Slack workspace with Asana workspace to add tasks from Slack messages, get notifications of task assignments and communications in Asana tasks.

Finally have one place to see it all.

 This is only the tip of the iceberg.


And there you have it, folks! Asana has taken you on a wild ride to streamline your workflow, improve collaboration enhance productivity and automate freely. 

Now you can unleash the marketing superhero within your team with Asana.

Wanna dive deeper into the magical world of Asana? 

Then you’ve come to the right place, my friend! 

Whether you’re a paid or free account user, we’ve got you covered with tips and tricks for organization, project naming, and management.

Whenever you’re ready, here are two ways I can help you:

  1. Download the Asana Starter Kit. This is the system I use for my clients and my own business.
  2. 1:1 Strategy Session to work with you and your team to implement a holistic marketing strategy from start to finish for your clients. Including content creation, ads management and setup, social media strategy, email marketing and list-building strategies.

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