Why You Need To Use Asana To Manage Your Client Projects
If you dislike long email threads as much as me but your business requires you to be in constant communication with your clients then you’re going to love Asana! Asana is honestly one of the best project management systems out there and I don’t know what I (and my clients) would do without it.
Not only is it free but it comes with an app so that you can keep track of your projects, even if you’re away from your computer. Asana is a really great way to get rid of email communication altogether when working on a client project, but instead, have everything neatly organized.
I personally use Asana as a way for my clients and me to communicate and make sure we are both on schedule for launch day. Whether I am working on a web design or web design + branding project I typically separate projects into four phases, this way my client and I know what is happening when.
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One of the first things I do when onboarding a new client is to start a new team and then add them as team members so that they can sign up and create their profile. I don't have to wait for my client to accept my invitation to begin setting up our project.
Here are some of the awesome things Asana allows you to do:
Although a client hires a web designer to design their website, it still requires teamwork! In order to really understand my clients goals, vision, and brand I have them fill out a client questionnaire and create a Pinterest inspiration board so I make sure I set clear expectations regarding deadlines.
All you have to do is assign your client a certain task and they will be notified that they are responsible for completing it.
Deadlines are important in helping you meet launch day or whatever important milestone you are working towards with your client and Asana makes it easy to get there. You can assign due dates + times to whatever task you’ve created and then Asana notifies you, via email, when those tasks are due.
Whether you want to drop a file from your computer, Dropbox, Google Drive, Box, or OneDrive you can do so with Asana!
I love this feature because you can drop the file within the comments section of a certain task and then view all the files you’ve exchanged on the files tab of the project. It’s just a really great way to be on the same page as your client without having files be all over email threads.
Comment on each task
Like I said earlier, Asana helps you keep communication with your client and it does so by allowing you to comment on each task. Oh, and you can even like comments!
What if you have a general question/comment that doesn't pertain to a certain task but still want to bring it up? Well you can just go to the conversations tab of the portal and begin a conversation with your client.
Use monthly calendar to view progress and next tasks
The calendar tab gives you a good birds eye view of what’s to come and how many tasks you’ve completed up to this point.
I don't use this tab very often but if you’d like to see a quick dashboard view of how many tasks have been completed and how many are left then you’re gonna love this tab.
Well, there you have it! The million reasons why you need to use Asana to manage your clients projects.
Hey , I'm Jessica!
I am the designer and owner behind JNL Media Co.! I help creative entrepreneurs & small biz owners create a beautiful Squarespace site that converts. After almost two years in corporate I left so that I could pursue my love for design + marketing and help other #girlbosses do the same through their business.
Obsessions: Traveling✈️ , Fitness💪🏼, and Writing ✍🏼
Location: Currently living in Barcelona, Spain