New to Asana. Did the basics and team rollout Webinars, which were great!
Wondering the best way to set and manage prep and follow up for client visits. We are a small membership organization and I am planning to meet with a dozen-plus of our members is 2022 Q1. I’ve created a New Member Visits Checklist in Asana with sections, tasks and subtasks, as well as assignees. Does it make sense to use this as a project template and then duplicate it for each member visit, updating the deadlines along the way? Or is there a better way to approach this? TIA for any help you might provide!
Hi @Molly_Henry, welcome to the Asana Community Forum!
I’d say creating a Project Template and using this template to create each new project will work really well and will also save you a lot of time. You can find more information about Project Templates here.
We also have some tips in our Forum on how to work with clients directly in Asana:
Last but not least, I’m adding our Partners - Forum Leaders here @pforumleader as they are also experts working with clients and hopefully can share some tips!
For the new member checklist, the use of a project template may be the right way to go, but I wouldn’t yet rule out the use of a task template for that purpose. Perhaps the checklist as a task template but an ongoing project for each client, either based off a project template if they’re all similar or not, is a thought.
More generally, I address some of these questions here if you’re interested: