🔥 ASANA Tips: Manage Clients and Multiple Projects, Portfolios, and Naming Conventions! 💼📊

[@Fawzy-Travels]

I'll love 5 mins with you to walk me through how to use Asana for sprint planning and retros .

[@MarquisMurray]

Have you seen this video yet? It’s 14 minutes long and covers quite a bit. kzbin.info/www/bejne/enPbmZqbjL-InpI

[@carolynberry815]

Great. We moved from Asana to Restya Core, which is significantly easier for my entire team to utilize.

[@tasbihamin8061]

Love the purple lights!

[@MarquisMurray]

Thank you! Trying something new.

[@ttmot-boy4264]

how would you do conversion rates of leads to sales? i tried with formulas but couldn't figure it out

[@MarquisMurray]

How far did you get? You'd have to great separate formula custom fields and then add a multiplier to covert your lead custom field to sales. You'd have to calculate manually what your conversion rate is and make that number the multiplier.

[@ttmot-boy4264]

@MarquisMurray I got asana to keep count of how many task went through each "section" from lead-contact-appointment-present-close. And display it as a graph, I just do the equation manually, but would be dope if it could do that

[@TiffanyAlexandriaIngle]

Great video! I love how clear your explanations are. Looking forward to checking out the rest of your content.

[@MarquisMurray]

Thanks for the comment! I’m glad you found this video helpful. What do you use Asana for?

[@TiffanyAlexandriaIngle]

I use Asana to manage copywriting projects for my clients.

[@katiacastillo65]

This is great, thank you! Question - can you add entire Teams to portfolios?

[@MarquisMurray]

No, you can’t. You’d need to add the projects separately.

[@jtmcdaniel613]

This is great! How do I add an existing portfolio or Project to a new Team?

[@MarquisMurray]

Hey, thanks for watching! Portfolios in Asana can't be added to specific teams, but you can add any project by accessing the 'Project Actions' (the arrow pointing down next to the project's name), clicking on 'View Project Details,' and then adding it to any team.

[@1samc]

the info in this video is worth gold, thank you!!

[@MarquisMurray]

Glad it was helpful!

[@kpase123]

Awesome video! We just got Asana internally and I’m trying to really maximize the product to be as efficient as possible. I would love to get your thoughts and recommendation on how to handle tasks for clients that might not fall within a specific project. I work for a tech company and implement projects for our clients. Most of our work fall into larger projects but for some clients, we can go into a period of handling smaller requests that might take a 1-2 weeks to complete. My concern is having too many boards to track, if I have one per client per project then another boatd for general requests for clients. At the same time, I wonder if combining general tasks along with project work on one board might become too hard to track, even with clear due dates. Would love your thoughts on this - thank you!!

[@KinnaLars]

Hey, just an amazing video and so excited to see more content from you!!! I'm just in love with asana, it's saved me more times than not. I would just like to know how I can "add teams" if I don't have the option anywhere to add teams to my asana in that side column. I'm currently creating different workspaces to manage multiple clients and their teams on multiple projects but even so, I would love the opportunity to use the team's section for even more clear organization & productivity for both myself and my clients. Please help! Thank you!!!

[@MarquisMurray]

Hey there, so glad you're loving Asana! Teams is a paid feature on premium or business. Also, there is no access to them in workspaces. Workspaces are setup to work between small teams, so you have to make sure that you're using an "Organization" and are paying for at least premium to get the teams feature. Hope that helps!

[@alfredocamarena1401]

This was amazing and super helpful! Thank you!

[@MarquisMurray]

You're so welcome!

[@ADfamily81]

I stumbled across your content, it's soooo helpful -- thank you for your amazing work 😎😎

[@MarquisMurray]

Happy to hear that and thank you for your kind words! Keep an eye out for more exciting videos coming soon.

[@vasilet2511]

hey hey, love the videos! Question, what is your podcast set up like? What kind of mic, camera, video editing do you use?

[@MarquisMurray]

Hi Vaslie! I'm so sorry I missed this comment! I recent changed my setup but all my gear is listed in the description of my videos. I have a Canon M50 with a sigma 1.4 lens. I used to use Screen flow to record and edit but I've just started using Premiere Pro to edit. I'm not great at it but I'm happy with the results so far.

[@jeremydaily]

thanks for the video, answered my questions very quickly!

[@MarquisMurray]

I'm so happy to hear that! Out of curiosity, what were you searching for?

[@jeremydaily]

@@MarquisMurray how you structure working with multiple clients. Didn’t even occur to me to rename teams.

[@JohnstockthonTabilid]

Wooww! This is a new learning, love it

[@MarquisMurray]

Thanks for watching! I'm glad you liked it. You can find more instructional Asana videos in my channel.

[@sheoykialexis]

Is there a way to make one project show up on two different teams?

[@MarquisMurray]

Not yet, no. They have to be assigned to one team.

[@romanacvn]

hi marquise question 1 i was wondering when a project was created for example marking. Do you invite a client via the share button? question 2 how do you get on the left side next to the project name a ↓ and on the right side a + I have a premium trial version and I don't have it.

[@MarquisMurray]

That's correct. Any email that isn't from your domain would be added as a guest. Make sure that the task is private if you don't want each client seeing each other's tasks.

[@leilanim7059]

When would you create a project versus a portfolio? Please describe your point of view.

[@MarquisMurray]

Hey, thanks for watching! Basically, it will depend on your objective. Ideally: 1. *Projects* are used for specific tasks aligned with one objective, which may or may not have an end date (they can also be ongoing, but should be managed differently). *Example:* 2024 New Year's Party or September's BBQ for Employees. In these projects, I will list every task needed to successfully launch these events. 2. *Portfolios* can be thought of as folders that contain multiple projects, allowing you to track them together. *Example:* 2024 Events. The projects mentioned above would live inside this "folder" because they are both events happening in 2024. Hope this is helpful!

[@imranabedrabbo7330]

Great video! Hi Marquis I just sent you an email from the non-profit I work for, I look forward to learning more from you

[@MarquisMurray]

How did you make out? I sent an email, not sure how much it helped. Let me know!

[@LifeinCamoMedia]

Once you set up all your clients, can you look at all the due dates for deliverables on one calendar…like the main editorial calendar?

[@MarquisMurray]

You sure can! I show you how to do that in this video. kzbin.info/www/bejne/r5PWlJiwmNGcaqs

[@calladdicts2015]

How would you setup asana if you only offer 1 specific service. Not multiple deliverables. We rank a website first then end up renting it out to a client. We are struggling to setup Asana for this

[@MarquisMurray]

I'd likely have one team and each website as it's own project. Work on building it out in the project first.

[@mikeb6150]

Can you do a video on upgrading teams vs upgrading the entire company?

[@MarquisMurray]

Sure thing, Mike! I'll add this to my production list. What do you want to know?

[@grachelletecson5127]

Love this! But I can't find the "add team" huhu

[@MarquisMurray]

How did you make out? If you can’t see the “add team” you’re more than likely on a free plan or in a paid workspace. You’d need to upgrade your plan.

[@KrystenaLee360]

​@@MarquisMurray i would really love to see the best way to do this in the free version without being able to use portfolios and teams...pretty please???

[@mhazazifilms7946]

Hi Bro and thanks for the tips . I would like to know how to properly setup the view for my case 4 internal stakeholders wants an outlook on 4 portfolios that contains 33 projects projects are done by 2 different internal teams based on project function + external vendors Each team should only View an update their own project + vendors to see the assigned projects only All projects are initially created and monitored by PMO team and the functional teams and vendors should logged the update through projects lifecycle ! 😅hope it’s not complicated setup

[@MarquisMurray]

That’s the kind of work I do. Couldn’t give all that away! Let me know where you get stuck and I can see where I might help.