How best to "deliver" information to an external client

Brand new to Asana, but very excited by its capabilities. Please go easy on me if this is a stupid question… :slight_smile:

We are a marketing agency with external clients. I’ve read a ton of Asana and Asana Forum docs about setup suggestions, learned a ton, and am very grateful - thanks.

We used the recommended strategy of creating an internal and external project for each client, which I love and makes perfect sense.

When assigning a client a task (add us to your Facebook Business Manager, for example), that’s simple and straightforward. They do it, or ask questions, and mark it complete when they are done.

My question is when it is OUR team’s task to send the client information (let’s say a short text blurb with a link to download some of our assets), what’s the best way to do that?

I was hoping I could keep that task in the internal project, assigned to us, and simply add them as a collaborator, and they would get an email notification and the job would be done. But unless I did something wrong, they didn’t receive an email notification when I assigned them as a collaborator.

But as I’ve thought about it, that’s probably too loose anyway, and instead of “pushing” some information to them and not truly knowing whether they’ve gotten it, to re-write the task to be “Acknowledge receipt of URL for our assets”. Then I’d put the blurb and URL in the description, and assign it to them so they get notified, and then they can ask questions and/or mark it complete once they get that URL and the assets downloaded successfully?

Hope that makes sense…

Thanks in advance!

Scott

Hi @Scott_Harvey

Glad you are enjoying Asana…

What about adding a SubTask under your internal project task and multi home that in your client project and assign it to your client. Best of both worlds then…

Jason.

3 Likes

Thanks much. That seems like a smart way to do it - I appreciate it!

Scott

1 Like