Asana for Customer Success in Saas

[Jan-Rienk]

Hi @Lukas_Lindberg,

Welcome to the forum!

I think using guest accounts might be a good idea if you want to improve transparency/collaboration with your customers. You could add them as collaborator. (to your tasks, not your project to prevent them from seeing other customer’s tasks)

Depending on the extent of your onboarding and your subscription it might be worth making the onboarding a project, and adding those projects to a portfolio (which you can separate between what are your sections now by utilising a custom field)

If you want to set up a project template you’ll find a lot of guidance in this article:

Leveraging project templates - a deep dive

In this topic I’ll share good practice on how to work with project templates in Asana. I won’t call it best practice, since I don’t claim to have that authority and you need to find out what works for you, in your context. I’m am betting that I can give you a good start though, by sharing my perspective. CONTENT INTRODUCTION – The dangers or redundant information – Simplicity BASICS - Basic elements of a project template – How NOT to work with templates – Template elements — Project Conte…

Does that help?