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?