@Meagan_Roppo, Let’s bring this back to the top of the Community and see if anyone has suggestions.
In the meantime, we have lots of consultants who use Asana, and their use cases may apply to your work. I suggest that you take a look at some of our content on consulting (see below) and let us know if you have questions.
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 …
The implementation of new software in a company is always a hard challenge. No doubt!
I felt I should write about this topic, because I have implemented Asana in a couple of companies over the last years, from very small startups over SMB to big corporations with several thousand employees.
During these implementations I had to handle many stakeholders and all had their own concerns and requirements. Making the implementation an interesting and challenging endeavour.
After studying Industrial…
Why do guests pop up as potential assignees in projects they don’t have access to? I have a number of guests (who are external clients). They are assigned only to the project that is relevant to their work. However, when I go to assign someone a task in a project for which I have not enabled them as a guest, their names still pop up. I had someone mistakenly assigned a task in a project that I had not added them to. Am I missing something?
I’m new to Asana and want to fully integrate it in my company. From the development team to support and sales.
For now i’m curious about how i can streamline my client reporting workflow. I see we can do some “status updates”, and my team + guest accounts (client) get an nice a-mail update. But what i really want, is to show my client the status of which tasks are done and which are open.
Is there any way to do this in Asana?
Or are there better ways to automate the client repo…