Real-time update for customers/automated process to deliver weekly status reports.

[lpb]

@Mark_McClung1,

They could join your Asana as Guests and receive project status by email automatically upon your posting status updates.

Or you could consider feature of portfolios to avoid Asana for them:

Portfolio live spreadsheet update:

Google Sheets + Asana: Create custom reporting • Asana

https://help.asana.com/hc/en-us/articles/18126242604315-Google-Sheets-Asana

Post showing how to use the GSheets live feed URL in Excel:

Export Status Updates

Welcome, @Harold_Jensen, As far as I know, this approach works to use the same “magic link” Asana provides for GSheets in Excel too, but following these instructions: Thanks, Larry

Here’s a general post regarding working with external clients that may offer something of value:

Working with External Clients

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…

Thanks,

Larry