Client Management Using Asana

Are your hands tied from dropping client tasks or do you find yourself confused which client is in which part of your process?
In this video I’m going to show you how you can organize and keep everything in check using Asana for free!
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[@wildfoxcreative8672]

You may have worked this out already, but if you click on the 3 dots next to a project, you can duplicate it (rather than copying and pasting) :) I hope that helps! Then you don't need to redo the sections.... just keep a blank copy as the "template" and always duplicate from there.

[@MatterhornBusinessDevelopment]

Ah that’s amazing! Thank you!!

[@mightydawnweb]

Awesome, thank you!! 🥰🙏 I was thinking I'd seen that somewhere before!

[@terisaclark806]

Very creative! Thanks for sharing

[@mightydawnweb]

I love how you set up the 2 separate boards, one for the individual details of the clients in each task and one for the overarching view of the clients. Very cool! I think I'm going to set up my web design clients that way. Thank you! Subscribed!

[@radhasivyer]

fantastic! ive been researching management systems for way longer then i care to admit and you have answerd all my questions! great teaching 10/10 thank you

[@MatterhornBusinessDevelopment]

Glad we can help. Keep watching and learning

[@samanthakasbrick]

Another workaround for the project templates is to duplicate the project. That will copy everything in the project, including sections, into the new project. Great video!

[@maira3vit]

Adorei!! 🇧🇷