Ability to Share Sections - Critical for Client-Only tasks

Rather than creating a new project for client-only tasks, it would be really helpful to be able to share a specific section within a project with a client (Karbon offers this feature).

For example, as part of a bookkeeper workflow:

  • The first section of the Project’s recurring monthly workflow would be used to remind clients to upload documents for the month.

  • Section two would be all of my tasks

  • Section three would be another client section regarding follow0-ups tasks

  • Section four would be all remaining tasks that I need to complete.

By allowing section-sharing, all tasks would show up for the client grouped in a section rather than as individual items.

It seems this has been a long-standing limitation of Asana and it would be really nice if they finally addressed it.

Welcome to the Asana Community Forum @Rosalynn_Campbell :wave:

This might be an existing feedback request thread you are interested in voting for.

1 Like

Thanks @Andrea_Mayer That thread is about linking to a section so I’m not sure if it’s the same as what I’m asking (I want to be able to share a section like I am able to share individual tasks and projects). I am honestly shocked this isn’t a feature…so strange.

Ah okay so more than a read only link, I understand.
Yeah that is not available at the moment.
Many split work up into teams + projects or portfolios.
You could also have main tasks assigned to you and subtasks to the client but yes that also means these subtasks have to be multi-homed into another project unless they only view them under their my tasks.
I mean the multi-homing can easily be automated by rules and would not create more manual work for you.

Some more great ideas / options of working with external clients are listed here.

1 Like