I wrote a blog post all about how I use Asana for my business a few months ago.
In it, I discussed how I use Asana to track my business tasks, content queue and my plan for client management. Today, I’m giving you a behind-the-scenes look at how I have implemented client management into my Asana for free.
Plus, I’m sharing helpful tips on how you can implement it, too!
Laying the groundwork
Before you begin setting up your Asana, you need to organize a few things in your business.
For me this included getting really specific about my client timelines. I had to consider what each step of the process looked like, what information my client may need, who was responsible for what task and dictating how many days each task will take.
For you, this might include getting specific about your onboarding process, offboarding process, client resources or if you work with a team how to divide certain tasks.
You want to get really specific here to ensure everything runs smoothly for you and your client.
Setting up a Client Template
After I had all my ducks in a row, I opened up Asana and started creating a client template.
This client template is set-up for my brand and web design package. Since this is my largest package, it allows me to create a template once and subtract any steps that don’t apply in my smaller packages.
In my template, I include the complete project timeline, instructions for my client’s tasks and reference materials they may find useful.
To create your own template, simply create a new project and title it Client Template.
Implementing My Asana Process
Since, I have a lot of private business-related information in my Asana boards, it was important to me to have that information hidden from my clients.
I used the free version of Asana, so I’m going to show you how you can keep your business information separate from your clients without paying. However, I do believe the paid version gives you an easier path at implementing this.
Step One: Open your Asana dashboard
Step Two: Create a new Team called Client Work. Note: If you work with multiple clients at once, you might want to consider creating more than one team.
Step Three: Press the three dots next to your Client Template project and Select the Duplicate Project.
Step Four: This will bring you to your new project window. Here, you can rename the project and decide what details you would like to duplicate. Select Create New Project.
Step Five: Your new project will appear in your menu. Select that project to open it.
Step Six: Select the three dots next to the Project name at the top of your screen. Scroll down to the Move to Another Team menu and select the appropriate Team.
Now, you just need to update your template to reflect your current project and invite your client via email. You now have a free, easy to use client management system!
Do you use Asana for your business? Tell us about it in the comments below!