How to Work With Clients in Asana

[@healthyhappyhuman]

Loved your video Lindsay! I am keeping my client info in Asana and you gave me lots of ideas on how to use it better. Loved that you used my name!! Susie x

[@LindsayMaloney]

Oh, thank you so much for watching Susie!! I'm so happy it give you more ideas on how to take care of your clients! Yay!! hahaha of course!! I love your name :)

[@Tina-Blessed]

Can you add zoom transitions on your how to tutorials? Hard to see.

[@LeonzoVargasMain]

This was great Lindsay thank you so much!

[@LindsayMaloney]

You're so welcome! Thank you for watching!

[@TheLeonzoVargas]

​@@LindsayMaloney Hi Lindsay, I was curious if you have a template for the coaching application you mention in your "how to become a coach" video to eliminate people who are not ready to commit to your program and are just wanting advice?

[@LindsayMaloney]

@@TheLeonzoVargas Great question! I have a client application inside my course, Ready for Clients! lindsaymaloney.com/ready-for-clients Let me know if you have any questions about it.

[@mightydawnweb]

I super appreciate that you let us know this was on the free version. It's so annoying when people do tutorials on the paid version and don't tell you and you get your hopes up. Unfortunately, the video is super blurry and tiny so I can't read anything on your Asana or really see what you're doing. I would like to subscribe to your channel because it seems like the content is good but if I can't see it, it won't really help me. Could you make it larger next time, please? Thank you! UPDATE! I resolved the blurriness! I'll mention the fix here in case it's happening to anyone else. Super easy! Click the settings gear icon in bottom right of menu bar > click Quality > choose 1080P.

[@LindsayMaloney]

Yes, I agree! Thank you for watching - I appreciate your feedback!

[@mightydawnweb]

@@LindsayMaloney Awesome, thank you!!

[@mightydawnweb]

@@LindsayMaloney UPDATE! I resolved the blurriness! I'll mention the fix here in case it's happening to anyone else. Super easy! Click the settings gear icon in bottom right of menu bar > click Quality > choose 1080P. I'll have to go watch the video again now. 🙂

[@LindsayMaloney]

@@mightydawnweb oh my gosh, yay!!!!

[@mightydawnweb]

@@LindsayMaloney 🥰

[@sirishkumar-m5z]

Asana makes client work more efficient, but if you're searching for something different, [insert other tool] could work just as well. #ClientWork #ProjectManagement #

[@piasteiner90ef]

loved the content! is possible to add a general timeline? on the other hand, I noticed that the background is a bit distracting!

[@LindsayMaloney]

Thanks! I appreciate you watching! The timelines vary on the type of package my coaches choose. You can choose your own background in Asana. This is just what I like 😊

[@Msnaturalyou]

would love a vide on the metrics detail

[@LindsayMaloney]

That's a great idea! Thank you for watching!

[@kellydossantos3408]

How do you make sure other clients can't see other client's board?

[@LindsayMaloney]

Great question! Just be sure you're creating a Team for you and your client and then a project within that team for you and your client.

[@matejabacko]

So informative, thank you!

[@LindsayMaloney]

You're welcome! Thank YOU for watching!

[@CoachPennyLove]

I have already created an asana accound with gmail and I don't see how to change the email address to my business one and i don't see how to delete my account to start fresh. Does anyone know how to do this?

[@LindsayMaloney]

Hi Penny! Thank you for watching! I did a quick google and I saw this response from an Asana support team member: You can add your new email address in your ‘My Profile Settings’ and then remove your old email address. I hope that helps!

[@baddiejojo9468]

with the free version.. girl thank you for understanding xD

[@LindsayMaloney]

Yes! You're so welcome! Thank you for watching!

[@kelsiahernandezdesigner7806]

Very informative video 🙂

[@LindsayMaloney]

Thank you so much, Kelsia!!

[@kelsiahernandezdesigner7806]

@@LindsayMaloney It's a pleasure!