I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow:
Client (system some clients have multiple systems which can be separated)
Project/Request under client
Definition
Development
Test/review (approve go to regression test- fail go back to Development)
CI/CD release to QA
Regression test QA (approve go to client approval- fail go back to Development)
Client Approval (approve go to production- fail go back to Development)
Production Release schedule
Production Release Implementation Track code changes for the Project/Request Time related to each item under the Project/Request
Answer: I’d split out your service types (web development, app development etc) as Teams and then add new projects for clients within those teams using reusable templates. You could choose to either allow clients to access the whole project or you could run two project spaces in Asana per project, one for staff only and one for staff + clients. The staff + clients could include some onboarding instructions for clients and include areas where progress demos are shown. For labeling, I’d look at using ABC Project (staff), ABC Project (client).
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up). We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have …
Client Portal to access invoices and job information As a small business owner in the service industry, I’m searching for an efficient way to offer my clients an online portal where they can view their invoices, quotes, job history, and appointment details. I’m looking for solutions that can help streamline communication and improve client satisfaction. …
Question: I’m looking for a website builder that not only helps me create a professional site but also integrates features to automatically collect customer reviews, showcase them, and boost my business’s reputation. I’ve heard about different options like Wix, Squarespace, and WordPress, but none seem to offer a streamlined way to manage reviews directly on …
Asana structure for my digital agency
I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow:
Answer: I’d split out your service types (web development, app development etc) as Teams and then add new projects for clients within those teams using reusable templates. You could choose to either allow clients to access the whole project or you could run two project spaces in Asana per project, one for staff only and one for staff + clients. The staff + clients could include some onboarding instructions for clients and include areas where progress demos are shown. For labeling, I’d look at using ABC Project (staff), ABC Project (client).
Related Posts
How to improve a marketing, sales and onboarding process
Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up). We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have …
How Can I Provide Clients with an Online Portal to Access Their Invoices and Job Information?
Client Portal to access invoices and job information As a small business owner in the service industry, I’m searching for an efficient way to offer my clients an online portal where they can view their invoices, quotes, job history, and appointment details. I’m looking for solutions that can help streamline communication and improve client satisfaction. …
Is There a Website Builder That Automatically Collects Customer Reviews and Boosts Your Reputation?
Question: I’m looking for a website builder that not only helps me create a professional site but also integrates features to automatically collect customer reviews, showcase them, and boost my business’s reputation. I’ve heard about different options like Wix, Squarespace, and WordPress, but none seem to offer a streamlined way to manage reviews directly on …