# Question about setting up projects **URL:** \ **Category:** Ask the Community\ **Created:** [3 June 2024 17:27 UTC](https://forum.asana.com/t/question-about-setting-up-projects/823451 "2024-06-03T17:27:15Z")\ **Posts on this page:** 4\ **Page:** 1
**Author:** ![Tenley\_Heleen](https://luna1.co/8d76cd.png) [@Tenley\_Heleen](https://forum.asana.com/u/Tenley_Heleen)\ **Post date:** [3 June 2024 17:27 UTC](https://forum.asana.com/t/question-about-setting-up-projects/823451/1 "2024-06-03T17:27:15Z")
HI! We are currently in the process of building out Asana for our consulting firm and we have a few questions. As a consulting firm, we have 20 plus clients that we work with. While the clients are all different, many of the tasks we complete for them are very similar, if not the same. The question we have is this: Should each client be its own “project” in Asana? And then the tasks within that “project” consist of actionable items that need to be completed? Or should a project be a specific project we have for this client and then there is a team that manages that project? Hopefully I’m not making this too complicated. We want to start building out this system but making it as effective as possible for our firm. Any feedback would be greatly appreciated! Thank you! ---
**Author:** ![Rachel\_Coleman1](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/rachel_coleman1/32/266536_2.png) [@Rachel\_Coleman1](https://forum.asana.com/u/Rachel_Coleman1)\ **Post date:** [3 June 2024 18:07 UTC](https://forum.asana.com/t/question-about-setting-up-projects/823451/2 "2024-06-03T18:07:06Z")
Since tasks are duplicative for each of the clients, I would create the projects based on the incoming work and add overarching milestones and tasks for each client. For example Project - onboarding Milestone- send email Task - Michael Scott - due tomorrow Task - Pam Beasley - due next month That way you can house all the onboarding tasks in on place with different due dates. Assign one PM to the board so they’re an expert in completion. Create a tag for each of the clients, that way you can dashboard what tasks are remaining for each client. There are a lot of different ways to set it up - but that’s what I would recommend. Alternatively, if your clients have access to Asana - then you would want a project private to them. In which case you would need an onboarding task across 20 projects for each client in this example. Tag to onboarding so you can dashboard all the onboarding tasks in one place. ---
**Author:** ![Larry\_Berger\_lpb](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/larry_berger_lpb/32/276017_2.png) [@Larry\_Berger\_lpb](https://forum.asana.com/u/Larry_Berger_lpb)\ **Post date:** [3 June 2024 18:28 UTC](https://forum.asana.com/t/question-about-setting-up-projects/823451/3 "2024-06-03T18:28:54Z")
Welcome @Tenley_Heleen, You may want to consider project templates, along with these two more general references for working with clients in Asana and structuring workflows: > [@Working with External Clients](https://forum.asana.com/t/working-with-external-clients/252918): > > Often the topic arises of how to work with external parties and, in particular, how to best manage tasks that contain a combination of both shared and internal-only content. I don’t believe the approach shown here has been previously covered, hence this tip. First, some background. See @Andrea_Mayer’s great tip giving several approaches to working with external clients: Let’s consider another approach using a feature released after Andrea’s post: A purpose-built project used to inform the cl… > [@Tackle (almost) anything in Asana: Step-by-step \[Free Workshop Webinar Video from Asana Academy\]](https://forum.asana.com/t/tackle-almost-anything-in-asana-step-by-step-free-workshop-webinar-video-in-asana-academy/141149): > > Learn a recipe of easy-to-follow steps to design and implement any new workflow or process in Asana: [Tackle (almost) anything in Asana: Step-by-step](https://www.youtube.com/watch?v=mV79J9dnCNs)[[image]](https://www.youtube.com/watch?v=mV79J9dnCNs) Tired of getting lost or running into dead ends when you build something new in Asana? In this workshop, you’ll learn a recipe of easy-to-follow steps to design and implement any new workflow or process in Asana. You’ll walk away with repeatable best practices and rules of thumb for properly structuring your individual and team projects in… Thanks, Larry ---
**Author:** ![system](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/system/32/276370_2.png) [@system](https://forum.asana.com/u/system)\ **Post date:** [10 June 2024 18:29 UTC](https://forum.asana.com/t/question-about-setting-up-projects/823451/4 "2024-06-10T18:29:15Z")
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