I am looking for input on how bookkeepers or accountants have set up Asana. I currently have each client as a project and each activity (monthly bookkeeping, payroll, etc.) as a template assigned to each as applicable and set up as recurring. I use dependencies for the subtasks to notify my staff members when the file is ready for their next task (1 person enters data, another is notified when that is complete so they can reconcile).
I’m not sure that this is the most efficient way. Early on I did the reverse (activity as project, client as task, steps as subtask) but didn’t think I would get the visual I needed to see where I client’s workload was at.
Either way I end up with an overwhelming calendar compared to the per client Excel spreadsheets I used to use. Made worse by the dependencies showing on the calendar before they are ready and having to click into them to see if the prior work has actually been completed yet.
My apologies if this has been addressed before. My search only came up with a post by @James_Carl who runs a much larger business than I. I only have three employees so no tickets or separate teams. Any suggestions would be appreciated.