Where do Clients fit in?

[Tom_RuBane]

Hi,

I recently joined a law firm that’s using Asana for project management. They only recently implemented Asana, and have not done much set up.

Currently, they have a project for each client. However, we do a lot of different things for clients - things that should be projects on their own. I would like set up project templates for the different services we provide to clients, such as “Prepare Will,” “Prepare Lifetime Trust,” and “Set up Single Member LLC.” So each of those should be a project for a specific client. But if we are using a single generic Project for each client, how do I handle the specific project templates I want to create and reuse for different clients?

Thanks,

Tom

[lpb]

Welcome, @Tom_RuBane,

Or you might want to use Task Templates. It depends on a number of factors.

To proceed on your own, you might find this useful:

Tackle (almost) anything in Asana: Step-by-step [Free Workshop Webinar Video in Asana Academy]

Learn a recipe of easy-to-follow steps to design and implement any new workflow or process in Asana: Tackle (almost) anything in Asana: Step-by-step [image] Tired of getting lost or running into dead ends when you build something new in Asana? In this workshop, you’ll learn a recipe of easy-to-follow steps to design and implement any new workflow or process in Asana. You’ll walk away with repeatable best practices and rules of thumb for properly structuring your individual and team projects in…

But if you’re generally using Asana throughout a law firm and haven’t really gone through a process to determine how, well, that’s what I and others do for a living, so you might want to consider a consult.

Hope that helps,

Larry

[Tom_RuBane]

Thank you, @lpb

I’ll review the tutorial you suggested. I’ve been going through some of the courses already.

I guess my feeling, so far, is that there is a level missing in Asana for managing multiple projects for a single client, and that therefore a Client Project is not the best approach. Should we look at making a Project Portfolio for each client, and create projects in the portfolio as needed?

Thanks!
Tom

[lpb]

Re Portfolio for each client: That’s one of a number of possibilities but I can’t say that’s the best option necessarily. It would force you 1) to have a project for each endeavor for each client and it’s not clear that’s needed, and 2) it requires Asana Business which you might otherwise not need.

Another alternative I often use is what I hint at here, but again this is something I reserve for clients because the right approach for each can only be determined with some discovery first:

OKR Tracking in Asana

I spent time a few months ago designing a quite powerful and very flexible solution for my clients to handle either OKRs or Goals/KPIs (and initiatives generally), that is quick to implement and maintain weekly or monthly, and works company-wide with roll-ups at the company- and department-levels. An optional third tier, sub-department-level, is optionally available too. Unlike both Goals and Portfolios, which both require the Business tier, this solution only requires Premium, and still includ…

Larry