Example of Marketing Agency using Asana?

[anon22078718]

I am curious to know if there are any examples around here of marketing agencies using Asana? We have one team of around 7 people working for 16 clients on a regular basis. I’m trying to find the best way of organizing our tasks and projects. Thanks!

[Marie]

Hi @anon22078718,

You might find some good examples in this other thread from the Forum: Teams Or Projects : For Inbound Marketing Agency.

I would also recommend taking a look at this template we have for managing collaboration in creative marketing agencies.

Hope this helps!

[Mitko_Andonov]

I was hoping to find more info here
I am in the same ship.
At the end, I think I figured it out. I spent a few days learning all the possibilities. Now I just need to learn along the way.
I created a project for every client. I created coordination project and monthly plan.
Now when I create a task, I choose to have it shown to more projects. So far it is great.
So happy to be finally using it.

[Wágner_dos_Santos]

Hi. I found your comments helpful. We’re an agency that is organized by clients, job numbers/projects, tasks, etc.

How would you set something like that up with Asana?

Thank you.

• Wágner

[Andrea_Mayer]

Hello @Wágner_dos_Santos
welcome to the Asana Community Forum

You can find further use cases and info here:

How Asana’s Marketing Team uses Asana

Here at Asana, we use the Asana product to manage our work, all day every day. We’re working creatively with Asana to manage our workflows, just like you are! That said, I wanted to share some insights into how the Marketing team at Asana uses Asana and also get to know some of your team’s workflows in the comments below! How does Asana’s Marketing Team use Asana? At Asana, our marketing team is growing quickly, with the team spread across the US, EMEA and APAC. The team work…

Marketing use cases

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. …

You might also be able to find templates here: https://templana.com/

I hope that helps

[Radamés_Rosado]

Dear all!
I’ve been for years many things co-related but hard to wire, as I found, between creative, project management, billing cycle, digital culture and SOPs development. We use a lean, directed and culturally performed system that origins in a JorForm document and with the use of Zapier, we get all things going in Asana and keeping track successfully. Not only that, the projects become the clients report themselves. The most important thing is to have implemented are SOPs inserted into the team members mindsets and fine tune it regularly.