This will show/explain much better than written! Thank you in advance for your input!
We use a similar setup where each lead is a task. Each task has some custom fields to identify company and contact person.
Each mail is copy pasted in a comment. This way everybody can see the whole thread leading up tona sale (hopefully).
We attach all relevant documents to the task (using Google Drive).
The task moves through different stages. Each stage is a section.
We use subtasks to follow up the lead. One custom field is called action. Where items trigger rules to mark leads as won or lost, or to multihome it in another project for planning follow up.
The biggest disadvantage…you have to go in and out of mail, but it works for us.
Thanks for this feedback, Herve! Glad to know you have same issue with going in and out of mail.
Could you create this process in your CRM? Most CRMs have pipelines and task options. That way, you can add a note to the contact with the draft reply and move it to a “For Approval” column. The approver can then move it to the “Approved” column, and from there, it can be sent and moved to the “Sent” column.
I usually work with GoHighLevel, and it works quite well for this process. You can also assign tasks. A CRM might be a better option for handling customer email communications than a task management project. I believe ActiveCampaign has deal pipelines as well, which you could repurpose for this. You could still integrate Asana with it and create an automation that whenever the contact is moved in the pipeline it updates the Asana task as well, but all the comms & drafts and comms history would be handled in your CRM.