Samantha Kasbrick is an online business manager and productivity expert with over 12 years of experience helping service-based businesses streamline operations. She provides actionable tips and tutorials on systems, tools, and workflows, focusing on Asana for task and client management. Her target audience includes coaches, entrepreneurs, and online service providers seeking to improve efficiency and reduce stress.
Learn how to dramatically improve your virtual assistant task management, ditching the inefficiencies of Slack and email. The video advocates for Asana as a superior task management tool, showcasing its features for assigning tasks, tracking progress visually (using list, board, and calendar views), and integrating with Google Drive, Slack, and email for streamlined workflows.
Learn how to enhance your project management using Asana's new notes feature to boost efficiency and streamline workflows. The video demonstrates how to create, organize, and convert notes into actionable tasks within Asana, leveraging its existing task management capabilities for improved project planning and daily reflection.
Learn how to create a client portal in Asana to improve client communication and project management. The video demonstrates how to add clients to teams or projects, assign tasks, and control their access levels using Asana's features, enabling collaborative work and streamlined communication.
Learn how to archive completed projects and manage old tasks and teams within Asana to declutter your workspace. The video demonstrates Asana's built-in archive function for projects and offers workarounds for archiving tasks (by creating an "archive" project) and teams (by renaming and repositioning them).