Sharing customized Asana Project Externally

English Forum Tips and Tricks
1

Hello! My creative agency just upgraded to Asana Premium and I’m hoping you can help me with something we’re trying to solve.

We are using Asana to track our projects, which includes both internal-facing tasks (ie. Review R1 plan with agency Leadership) + external-facing tasks (ie. Share R1 plan with client).

When sharing our workback schedules with clients, we only include external-facing tasks (to hide how the sausage is made) and do not like to show them who on our team is handling a specific task.

Is there any way to do this in Asana?

For example, the “read-only” link feature would be perfect if we could customize what we could display (ie. hiding assignee, adding a field, hiding certain tasks, etc.). We’ve also exported our Asana link to .csv, then cleaned up in Excel, but that’s duplicative and doesn’t get the beautiful features out of Asana.

2

Hello @anon50128360,

multihoming tasks in a separate project that you share with the client might be an option. Have you considered that already?

Now to ensure that works well be careful regarding subtasks. For example if you have one task with many subtasks but your client should not see all, then it might be better splitting up things into tasks in general. Bastien has shared a great post about this today: 💡 Subtasks: when to use them, when not to use them

And here is a post, related to how much access to give clients, that you might be interested in: 🚦 Dealing with external clients - How much access should they have?

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3

Hi Andrea,

Thanks for your response! Can you explain what multihoming is? Does that mean if I edit a task in one project that it will update in another project?

I’ll check out your resources, as well - thank you for those.

Best,
Max

4

Hey @anon50128360,
sure so by multihoming I mean a task added to more projects at the same time.
Then whenever you update the task it will automatically reflect across all projects the task is added to.

More info here: https://academy.asana.com/tasks-in-multiple-projects/477312

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5

thank you! That could be a good solve. Is there a way to do this in bulk rather than individually?

6

Hi @anon50128360, you can use the multi-select feature to update or add tasks to another project → Task actions: create, move, duplicate, and more | Product guide • Asana Product Guide :slight_smile:

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7

Thank you!