How to Create a Client Portal in Asana

Today, I’m going to show you how to create a client portal in Asana—one that allows your clients to see their projects, track progress, and even collaborate with you in real time.

Now, if you’ve ever struggled with back-and-forth emails or clients constantly asking for updates, this tutorial is going to be a game-changer for you.

This system can work great for social media managers, coaches, and more. If you have an Asana account and you want to share information with clients, assign them tasks, and work collaboratively together while holding them accountable for their goals, this will save you countless hours while keeping everything super organized and transparent for your clients.

Watch the video below for the tutorial:

If you want my exact templates for client management and more, check out Asana Essentials, a toolkit I created based on my tried and true foundational Asana templates, tested and optimized in both my and my clients' businesses. Click here to get Asana Essentials and start streamlining your business!