Why We Recommend Asana

When it comes to project management tools, why do we recommend Asana?

No, this is not a sponsored post, we just love Asana! Here are our favourite things about Asana and why using the platform for your digital marketing agency may be the right (or wrong) choice for you.

One of the things we love about Asana is how user-friendly it is. There are so many tools your agency can use within the platform-- here are a few:

✅View high-level tasks that you need to check off your “To-Do” list

✅Add and share quick links to all of your favourite projects

✅Create awesome templates

We at DOT value efficiency within our workday. We recommend going through your Asana Inbox every morning so that you can see what is going on with each of your accounts.

Have you completed a task but want someone else to look it over?

📝Tag or assign a team member that task!

Are you wondering what work you need to do next?

📝Check out your “My Tasks” page to see exactly what you are accountable for and when it is due.

A big question we’ve been asked is whether or not to add clients to your agency’s Asana program. This is our take:

It’s up to you to decide whether or not to add your clients to Asana. It all depends on who your clients are and how much you want them to know.

If you do choose to add your clients into Asana, here is how it works:

Step one: Create teams for specific clients within your agency.

Step two: Begin creating projects within each team.

Step three: Set the permissions within Asana so that your clients can only see the projects that you would like them to see.

Make the day-to-day tasks within your agency more efficient!

Still not sold? Before you try out Asana, download our Client Onboarding Checklist and learn the exact steps to use in your Digital Marketing Agency.

https://www.dotandcompany.co/checklist

We believe that Asana helps make the day-to-day tasks within our agency more efficient. Hopefully, it will help yours too!

If you’re an agency owner, or a budding client account manager, we’d love to chat with you more about DOT & Company. Reach out any time!

Until next time,

Cheer to happy clients