Use case for a large data collection & research project

[Alexis]

Hi @Ashley_Stauffer,
Welcome to the Community! We’re glad you reached out.

I recommend that you start by creating a template project. It sounds like a good option for you would be to have onetemplate project with four sections - one for each phase. If the same person on your team will be doing the same work across all counties, then make sure to add assignees to the template. Then, copy the template for each large data collection project - that will give you 70 projects (one per county), and name the project using a convention such as [County Name, Project Name] (ex. San Francisco County, Data Collection). In order to keep the 70 projects organized and accessible, I also recommend that you create each project in the same Asana team and/or favorite each project so it appears in your sidebar to the left.

Also, your question reminds me of discussions we’ve had here about managing separate clients in Asana. For instance, we have people who use Asana to manage client work that often follows standardized workflows. I recommend that you visit these threads on the subject to explore how these use cases can apply to yours:

Using Asana to manage client work

I’ve worked with dozens of customers who use Asana to manage their own clients, and it’s key to implement a good structure to keeping everything organized for this. Fiona Benjamin recently wrote about this here: https://asa.na/2hm and we’ve done a webinar with the founder of Crema here: https://asa.na/2hs. Has anyone else found another good system for managing clients in Asana? If so, do you invite clients in to Asana to collaborate with you?

How to group Projects per Customer

Hello everybody, My team is about to start using Asana, but we have a question about the project management. We would like to create a structure based on Customer first with all the related projects within. It is necessary for us to have a timeline / list of projects for every client that we have, so we can see at once what work has been done. More precisely: We have our “ABC Customer”. We’d like to have a page where we can see all the client details (contacts, generic infos …) Related to…

Consulting with External Clients in Asana

Hi - I’m a web consultant. I work with my clients on projects where they’re active participants in the process, from discovery and strategy, content creation and marketing tasks. I’m setting up Asana for the first time and I’m wondering what the best strategy is to handle this. Questions: I set up my account as an Organization. So my external clients will be guests. I create a Team, add my clients to it, then create a Project for their project and assign it to the Team. Will I run into …

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