Asana structure for my digital agency

By Rich Peterson
In 🤔 Advice
1 Min read
A

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).

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Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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By Rich Peterson 8 months ago

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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