I have been struggling with this for a while and I’m hoping someone here can help me.
We have client-facing “Shared” Projects, here clients can put in requests, I (as PM) can ask them Q’s, send them work to review, etc.
We then have internal projects for each client broken down by department, where the team can have their recurring tasks, personal notes and other client-related work. See the example of our Team Structure below:
|-- Client ABC Shared Dashboard
|-- SEO Client ABC
|-- Paid Client ABC
|-- HubSpot ABC
The thing that I am struggling with is, as we’ve got more and more clients using Asana with us, the number of client requests that I am having to add to internal boards is increasing, and since I am only human things are being missed, which isn’t good!
I am looking to automatically recreate a client request on the internal projects HOWEVER I DO NOT want to just add another project to the existing client request because:
- Internally we need to discuss hours/budget/capacity and the client should not be privy to this.
- We need to discuss approach etc and the client shouldn’t see our internal discussion,
- finally, the last thing I want is some a team member to give out about something and the client sees it.
So, does anyone know if there is a way to replicate either within asana or via a third-party tool onto another project?
I know this is a funny one but I’m hoping someone here has a similar setup thanks so much in advance