Best Way to Setup Asana to Work Directly with Client

[Rashad_Issa]

Hello @Matthew_Metros1 and welcome to the Forum.

So to understand your current set up: you currently create 2 teams per client one internal and one external? While this could work, it may create a lot of housekeeping issues as you grow your client base.

Yesterday I posted a tip on how to use such scenario if you have access to the Portfolio feature. Here is the article:

Using Portfolios to Manage Client Projects Where some are Private & others are Client Facing

Your are working on an extensive project that captures everything for a particular client. Asana is your main project collaboration platform and you want to make sure that all conversations related to this project are captured within it, so you can keep track on action items. In some instances, you need to give your client access to some key project tasks. You realise that Asana allows you to invite your client as a comment access only. This means, they still can view the entire project tasks. …

It is worth directing you to 2 different articles that could give you some insights:

1. Consulting with External Clients - look at the solution post
   Consulting with External Clients in Asana

2. Dealing with external clients - how much access should they have
   🚦 Dealing with external clients - How much access should they have?

If you do not have access to Portfolio feature, then some tips from my article might assist you.
I would suggest using the multi home feature as well where necessary between your internal and external projects. So you create a single team per client. External Project is where the client gets access to their engagement and the internal project you keep locked and only visible to your internal team for any approvals or reviews.

I hope this helps.
Rashad