Trusted by +30m individuals and teams worldwide to stay organized and get more. You’ll save yourself a ton of time, energy, and headaches if you’ll just take the time to record your work this time so you don’t reinvent the wheel next time. A simple to do list app to manage your tasks, projects, and teams work. I tell our team that if an event is worth doing twice, it’s worth documenting once. Although it may be confusing at first, its flexibility and vast capabilities are well worth the effort it takes. Currently, the way we do this is by created an Excel document each day from a template. (Also, literally one hour after drafting this post, Big Brother Asana popped up a helpful little box about their “brand new” Task Templates feature, which I haven’t seen yet. Asana is an excellent collaboration tool that helps teams manage all kinds of tasks. There are different checklists that are completed by different team members. And while those templates are great (and you should give ’em a browse), I’m referring to templates that I’ve created for the sole use of repeatable events and projects. It’s important to note that Asana uses the word “template” to define example projects they’ve laid out in the system for the user’s use: things like meeting agendas, business plans, fundraising campaigns, and more are all in there. In this post, I’ll walk you through that simple process. In that post, I mentioned that one of my favorite features is the ability to use templates as a way to easily replicate recurring events. In a recent post I sang the praises of Asana, our team’s task and project management system.
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