Has anyone got any suggestions on a Structure for using Asana as a basic CRM. Being a contracting PM need to make sure I keep in contact with the people in my network so if and when this gig finishes I have already establish connections with potential next roles.
I have set something up but it is not really working for me as I get Tasks with the same name and the Project is not organised to provide an easy view of what I am doing.
My current structure looks like this;
- Active Discussions
- Monthly Followup
Each Person is there Own Task.
Each Person has the following subtasks;
- Initial ReConnect
- Update Comment with results of Conversation
- Monthly Touch Base
Any ideas would be most welcome.