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).

About the author

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.
-----------
Disclaimer: I use affiliate links on my website and only recommend what I use, have used or have vetted in the best interest of my readers. I may earn a commission if you click on an affiliate link, but it won’t cost you extra.

View all posts

Read more

Creating A NameCheap Domain Name Parking Page

By Rich Peterson
In 🤔 Advice
3 Min read
C

📚 ContentsCreate your own Namecheap Domain Name Parking PageSelling your domain through NamecheapCreate your Namecheap Seller PageBonus Points Create your own Namecheap Domain Name Parking Page So, you’ve got too many domain names registered through Namecheap and you’re looking to start selling them. You want to have them listed for sale but would love to have someone looking for your...

Read onRead later

Seth Godin’s WordPress Theme?

By Rich Peterson
In 🤔 Advice
1 Min read
S

So you want to design your blog like Seth Godin’s new WordPress theme? First, the backstory, Seth Godin had his old blog on Typepad for years before moving to WordPress and setting up his website with a minimal WordPress theme, including a simple left sidebar with widgets. Seth’s website design was done by Noah Grubb. Want something close? Try this. Theme Burger Factory (free) by Alex...

Read onRead later

Naturopath Freelance Writer

By Rich Peterson
In 🤔 Advice
4 Min read
N

Question: I’d like to do freelance writing in the naturopath space, any advice? Answer: Sounds fun! I’ll split up my advice into the work you can do for others and the work you can do on your own website. 📚 ContentsNaturopathy freelance writingYour own Naturopath websiteWhat content can I write? Naturopathy freelance writing Some basic steps to getting started in freelance writing as...

Read onRead later

Need Help Setting Up An Interactive Email Campaign System

By Rich Peterson
In 🤔 Advice
1 Min read
N

Question: We’re content creators who are looking to produce ongoing, interactive emails and would like for you to help us set up a more automated system. Some subscribers may join in on an ongoing campaign while others may always start at the beginning of a series. We’re looking for someone who has experience integrating with systems like Typeform, Formfacade and other google...

Read onRead later