If my clients each have their own account and add me as a team member to their account, will I be able to see all of their “accounts” in the sidebar of mine, or will I have to login and logout to access each one?
Happy Monday @Crystal_Berg and welcome to the Forum!
That is a great question! The Workspace and Organization you have been added to as a member or a guest is a separate entity and has its own set of projects and tasks. To access to your client space you simply need to follow these steps:
- Click your profile photo in the top right corner
- From the dropdown menu, select the Workspace or Organization you want to access to.
You can check our Guide for more information: https://asana.com/guide/help/fundamentals/about-asana#gl-switch
Please let me know if you have any follow-up question Crystal!
Is there a way I can synchronize the two enteties to manage one genral planning and calender ? Because managing two entities does not enable you to have a global view.
I want to use this service to share with my customers their project follow-up. But they complain that thay can not synchonize with there own company agenda.
Thanks for your help.
Welcome to the Forum @Stephanie_Harari and thank you for reaching out!
Great question! As it stands, it is not possible to synchronize several spaces to have a global view but I would recommend you to have a look at in the 3rd party integration Taco which allows you to see your tasks across multiple Workspaces or Organization.
I would also encourage you and your team to cast your vote on the following Product feedback request: Viewing all assigned tasks across multiple workspaces
I hope it helps Stephanie! Please let me know if there is anything else I can help you with!