Hi there. I work for a professional services firm that primarily does custom software development. We’re looking to switch to using Asana for project management, and I’m trying to think through how to deal with client communication.
We like the Conversation stream, and we’d envision that as one of the primary ways we’d communicate about non-task related items with clients. It’s nice to have it consolidated in one place rather than sifting through a bunch of email chains.
When it comes to tasks, though, we may not always want all of those tasks and their comments to be public. The only way that I can think of handling this is having a client-facing Asana project and then an internal Asana project. This just makes me worry about possible double-entry of tasks (from one board to another) and the volume of projects we’ll start building up.
I did play around with NOT adding a client to a project and then individually assigning tasks to them - that sort of works, but it doesn’t solve the conversations part, because those conversations look like they’ll just get lost in the Inbox stream…
Thank you in advance!