How to Set Up a New Client in Asana

Are you looking to use Asana for client management and onboarding, but you're confused on how to set it all up? Great! Well, not great that you're confused, but great that you found this post! Because I'm about to show you the 3 best ways you can do this, covering a way for all types of businesses! So, watch the video below and I'll walk you through it!

You can either watch the video here or keep reading below:

There you have it. Those are the three ways to use Asana with your clients. You can expand or condense how much space your clients take up within your account, dependent on your needs and the way you work with your clients. If you want my exact full templates for you to plug and play in your Asana account, grab those (and more) now in Asana Essentials.

Next week, I'll be showing you exactly how I manage my clients using Asana and the actual day-to-day use with clients. If that's something you want to see, make sure you're subscribed so you don't miss it!