Also an in depth description from another firm linked below. I think they are doing a lot of things we could do better.
One big takeaway though, I think, is assigning “tasks” to multiple projects seems to be an important way of organizing work. that way “projects” begin to function more as “views” on the same work from different angles.
I’ve got a bookkeeping client whose taxes we prepare who is currently retaining us to represent before the IRS. Sent them a Power of Attorney this morning to sign. Does that live on Bookkeeping, Tax, some kind of “representation” project, or their CLIENT profile project? Well, it can live on all four, or whichever are necessary.
https://whyblu.com/firmblog/how-to-use-asana-in-an-accounting-cpa-firm