I own a bookkeeping firm and have started to integrate Asana into my workflow. I am curious to see how other bookkeepers/tax preparers/accountants are setting up their Asana. I’m wondering if it will become too clutter if I listed every client as a project versus listed the project as ‘Client Work’ and adding the clients as tasks and then subtasks would be the recurring monthly/quarterly bookkeeping or tax preparation.
Have you found a better solution?
I don’t particularly like that I can’t set my custom fields such as status and priority to each sub task!
Feedback is appreciated!