Asana is an all-in-one and go-to project management tool. This works great for remote teams; it has the mobile app as well that supports both the android and IOS operating systems. Here are some Pros and Cons that I noticed: Pros: 1. The free plan is great for startups. HOW TO MANAGE CLIENTS USING ASANA Want to know how to use Asana to manage your client workflow? In this quick and easy Asana tutorial I’m showing you how to.
I’m looking for a database that integrates with Asana to hold client data. If you have a solution I’d love to hear it. We’re a distributed team of 20 people so it needs to be a cloud solution.
The Problem:
Where do you store the client’s name, telephone numbers, web address, email address, address, name of key people from the company and their contact information and a host of other information?
Asana custom fields as the solution:
To me, this is like saying that a professional chef should simply use one of the blades on a swiss army knife for cook prep – while it may work you’re sacrificing when you shouldn’t. The simple truth is that Asana’s custom fields aren’t implemented in a way they should be for this use. If you could switch between a form and list (spreadsheet) view, show them all on one page, do complex sorting and filtering, etc. then it would make sense. As they are currently implemented, it’s a kludge at best. Furthermore, you need a one-to-many relationship so that contacts are attached to a company and projects to a company. Right now you have to create a separate project and call is a database of your clients with no way to attach these to your projects.
Background and the issue:
We’ve been using Asana as a project management tool for years and just upgraded to the Premium version but I find the program still lacking some VERY basic features. We started with Basecamp (and still use it for client communication), moved to Trello and finally to Asana but no matter which project management tool we use, they are ALL missing this one basic feature – client data.
Thoughts/Suggestions?
Anyone have a solution they’re using OTHER than Google Sheets, Excel, etc. that doesn’t cost a fortune? I tried Airtable but found it to be terrible. Ideally, a solution which could handle client communication as well would be wonderful. Most CRM applications are focused more on the sales pipe rather than taking care of current clients so the ones I’ve tested have never worked well.
Ideas anyone?
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 any limitation with this setup?
When a project is completed and a particular client does not sign an ongoing retainer agreement, they will need to take ownership of the project management, so they will have the history of the project and be able to continue using Asana after we part ways. Beth moore dvd. That means I need to transfer the entire Project over to another account. Is Asana going to allow this?
Asana Client Portal
If not - is it a better strategy to have them open the account in their name, then add me into their Organization? However - in that case, from what I’ve learned so far I’ll be a Guest. Will I have enough access rights to be able to manage the application and do what I need to do?
Asana Client List
Thanks for any pointers or advice! Download full video saint seiya episode file zip.