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You may have heard about Evernote or Asana, but are confused about which one you should pour your time and effort into, to help you get set up in your business. The one thing you do know is that you need to at least pick one and start using it, so that you don’t lose track of which notebook has that really good idea in it! The additional problem lies in the fact that you may not actually have time to stop and get your systems and process, or project set up, or to research which program might be better for you in the longer term.


Here’s a simplified summary of each one, and why it might work for you:


Evernote is a online/offline program that stores all kinds of information in Notes, Notebooks and Stacks. You can also write straight into it, like a word-processing document. It has the added features of being able to chat within Evernote, share notes and notebooks, set reminders, sync to your calendar and attach files. You can also clip from the web, your phone, and send emails to it.


There are three tiers of upgrades. Most people would be fine using the Basic or next upgrade.



Asana is classed as a project management tool that is perfect for solopreneurs as well as larger businesses managing larger scale projects. It’s beauty is that it allows you to manage tasks, share and assign tasks, whilst keeping all of the conversations and date specific content within the program. It can also link to your calendar, and you can attach files.


It’s a free tool that is only accessible online, but the app is great too. I
like it because I can keep all of my systems and processes in there, templates for working, and map out launches or courses within it, as well as manage my clients.


Evernote or Asana: What you need to know


So, as you can see – they are actually quite different, and this is where if comes down to what your priorities are.


If your priorities are:


– to organise your notes, so that you can keep track of them in one place
– to write a book
– to collect your research all in one place
– to capture your ideas
– to create Master lists, or large brain dumps of everything in your head so that you can create some order in it
– to record your client notes


Then I would recommend Evernote.
If your priorities are:
– to manage a VA
– to set up your systems and processes
– to collaborate with a colleague
– to manage projects/ ongoing clients
– to manage your tasks more effectively


Then would recommend Asana.


Do I use Evernote or Asana?


Well – I use both! I think they both have their place!
I use Evernote to reduce my reliance on notebooks – because I had so many and was losing my notes and ideas. I use it also as a one stop shop – to clip from the internet, from email, notes, voice messages, course notes, PDF’s, client notes….


I use Asana for task management, systems, client management, projects – anything where there are steps.

Your Next Step

If you want some support to help fast track this process, or help you transition to Dubsado, then can book a  free systems audit with me so we can determine where to start, and what you need to get up and running with your workflows and systems.
systems audit, small business coaching
aerlie small business coach
Aerlie Wildy is a business designer. business coach and mother based in the Adelaide Hills. I specialise in designing and systemising business for growth. You can connect with me on Facebook, join my Chief Executive Entrepreneurs Facebook Group, check out my Youtube Channel or Pin with me on Pinterest.