We’ve been using Asana for some months but I suspect we do not get the most out of it and could do with some guidance if anyone cares to help.
We build presentation templates for clients.
Currently we have all builds/jobs within one Project and in Board view; we use the columns to show the different stages available and move each client/job through the columns as each progresses.
Each client is a Task and then we apply sub-tasks within the client task to manage the job/build.
This works OK I guess (just!) but is there a better way? And, if we have separate Projects per client would we be able to view the stages each client were at in a Board view still?
Not sure if useful but below is a list of the various stages and the tasks applied to each client:
- Spec taken
- 50% invoice sent
- 50% invoice paid
- Images – sent by client
- Stats provided by client
- Copy returned from copywriter
Pre-design/collating everything before sending to client
- Design proofs with client/feedback
- Final invoice
Thanking anyone who cares to help in advance.