How Asana Templates Help Me Juggle Business & Life | Planning Tips for Busy Moms & Entrepreneurs
Ever feel like you’re drowning in a sea of to-dos in this entrepreneurial world—launch tasks, calls, content creation—while still trying to be a present parent?
Today I’m going to tell you about the exact Asana templates that help me—and my clients—calm the chaos and reclaim some much-needed mental space.
I’m a mom to an AuDHD kiddo, I run a business, and I track everything—from client funnels to beach-day packing lists—in Asana pretty much every day.
Either keep reading or watch the video below:
Let's talk about the story that sparked this video.
A couple months ago, on Autism Awareness Day, I sent out a really personal email about what it’s like navigating life with my AuDHD daughter. I wasn’t sure how it would land—but the responses were incredible.
One message in particular really stuck with me. It was from a customer who had purchased Asana Essentials, and with her permission, I want to read you what she said:
‘I wanted to thank you for your Asana templates! They've been incredibly helpful in my work life, easing my sense of overwhelm and giving me more mental space for parenting. In fact, I was so inspired by them that I created an Asana team just for my son - tracking professional recommendations, meetings, goals, and daily reminders to help keep everything organized. Without even knowing it, you've helped this mama parent better, and I'm so grateful.’
Cue the happy tears.
Moments like that remind me why I do what I do. I originally started out in the online space hoping to help moms with mental health. Turns out my real strength was systems—but systems can be mental health tools in disguise.
Flash back a few months: we were deep in the assessment process for my daughter. And if you’ve ever been through something similar, you know how intense it is—so many forms, appointments, evaluations, emails, and paperwork. It’s a lot.
But luckily, I had Asana.
I created a project specifically for the assessment process. Every appointment went in as a task. All the documents we had to provide were either linked or uploaded directly into the task. I set due dates for everything, kept track of all our notes, and had a dedicated section just for resources we were given.
It made the whole thing so much more manageable.
That’s what a great system does—it lets your brain take a break because the details are all captured somewhere safe.
Let me show you what this actually looks like with a few examples:
A Parenting Support List (inspired by the email I read earlier)
Set up sections for things like:
✔ Appointments
✔ Professional Recommendations
✔ Therapies
✔ Daily Routines, and
✔ Wins & Milestones
You can upload PDFs, colour-code tasks by therapy type, and make sure everything’s accessible when you need it.
A Mental Load Dashboard for Moms
This one’s more personal. You can use it for stuff like:
– Grocery lists
– A recurring budget check-in
– A reading tracker (which, if you're like me, might just tells you which books you fell asleep during...because...mom life)
– And even house chores or tasks for weekends
School-Year Command Center
You can have recurring tasks for things like permission slips, hot lunch orders, parent-teacher conferences—and even a snow-day backup plan.
I love my Beach-Day Checklist
Since I’m a summer person and Nova Scotia finally redeems itself when the sun’s out, I keep a template for what to bring to the beach, like towels, sand toys, sunscreen, etc.
If you’ve been trying to mentally juggle it all, let me say: you don’t have to.
Your brain isn’t meant to remember everything. Especially if you're also trying to be creative, grow a business, or show up for your family.
Offloading it all into a system is not weakness—it’s self-compassion.
If this sounds like something you could use, let me officially introduce you to Asana Essentials—my complete toolkit for building a business hub that supports your life, not just your to-do list.
Inside, you’ll get:
✅ Foundational plug-and-play templates (for client management, content & marketing, launches, lead tracking—you name it)
✅ Bite-size video walk-throughs so you can set each project up in just a few minutes
✅ Lifetime access and updates
And the second you enroll, you get instant access.
Keep Track of Specialists
Let’s go back to another real-life way I use Asana in my personal life.
My daughter has a rare disease, ADHD, autism, and PDA—which means we work with a lot of specialists. ENT, audiology, genetics, therapy, nephrology —you name it - plus all the regular stuff like dentists and optometrists.
I set up a simple project in Asana called for keeping track of all of these.
Each specialist has their own task card with their contact info, visit notes, and a recurring reminder to book the next appointment.
So when a new doctor asks, “Who else is on her team?” I literally just pull out my phone, open the board, and it’s all right there.
Business Use Cases
If you’re thinking “This sounds great—but can I use it for my business?” Yes! There are so many ways to use it for business too.
One of my favourites is for Batching YouTube Content.
YouTube Content Project
Track your process from:
▶ Idea
▶ Script
▶ Record
▶ Edit
▶ and Upload
You can tag your editor and even set up automations to assign relative due dates.
Also, a Client Management Board.
Client Management Board
You can create an Asana board with sections for:
👉 Onboarding
👉 In Progress, and
👉 Offboarding
And you can add custom fields like “Deliverable Type” or “Communication Preference” to keep track of what each client needs without relying on memory.
This work isn’t just about productivity hacks.
It’s about supporting the real people behind the business.
It’s about creating space for rainy-day Zentangle doodles, spontaneous beach trips, or bedtime stories that may or may not knock you out before the kids.
If you’re ready to create that kind of space in your business and life, I’d love to have you join me inside Asana Essentials. The link’s below.
But even if you never buy a thing from me, promise me this: offload your tasks somewhere outside your brain tonight. You deserve the peace of mind.
