Hi! Total Asana newbie here. I’m trying to set up Asana for a Virtual Assistant company. So we have lots of different clients, with each client having multiple projects (some daily maintenance tasks, some one-off projects). The company will have multiple VAs in the near future. (I’ve been looking in the Use Case forum and searching the other forums for this info, to no avail, but if anyone knows of a post that addresses this situation, that’d be great if you could point it out to me.)
I need a way to track the day’s tasks and subtasks for all resource/team members, and work with their workloads and tasks/sub-tasks, across all clients and projects. What’s the best practice for setting up Asana to do this? I’d like to just go to one screen and see every task and sub-task scheduled for that day. A Search and Report to do this would be fine, but I can’t seem to find a search that searches for any task on today’s date.
I was thinking I’d set up each client as a Portfolio, and each Portfolio has a group of projects for each client. Then I’d make a Portfolio with every single project in it across the enterprise and use its Timeline. But after I set up some test portfolios and projects, I can’t seem to see any tasks in the timeline–do I need to be an Organization to do that and see the tasks? I can see milestones, but not tasks. Sales seems to think I need to be an organization, but when I asked Support about it, they didn’t seem to think I needed to be an Organization.
Another possibility is that I could set up each client as a Project, with sections for each project, or some such, but it doesn’t seem to solve the task reporting.
Sorry if this is an idiotic question, but I can’t seem to find the answer in the support files or the forum! Halp?