I have had a chat Mickael from Asana support who suggested I move this question to the forums.
Here’s our use Case.
- We are a small digital agency doing multiple service related tasks for clients
- We need a way to create a project for each client (all good - this is possible in Asana)
- Some clients however have their own Asana accounts which we want to be able to able to pull into our Asana.
- Finally, we want to be able to create a single Kanban board of everyone’s tasks so that we can see how much workload we have on our plates and be able to give it over to other people if we need to.
Ideally, from this single board we would then like to see a Gantt chart of sorts so that we can better manage our workload.
This is possible with Jira but it comes with a steep learning curve and is overkill for such a small agency like ours.
My understanding from the Asana team is that I cannot pull another client’s board into our board due it being a security issue. However, if we are on their boards, is there a way to use the Asana API to achieve what we want to to achieve? i.e. pull their tasks into our Asana where they might have a Project with us?