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What is Asana Client Management?

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Who can use this add-on?
StarterAdvanced

Visit our pricing page for more information.

To purchase Client Management, your organization must have an active Starter or Advanced base subscription. Client Management is not included in these plans by default.

Asana Client Management gives agencies and professional services teams one place to manage client relationships and the work tied to them. Instead of splitting account details, project delivery, and client communication across separate tools, you can keep them together in Asana.

When Asana Client Management is enabled for your organization, a Client management section appears in your sidebar with five destinations: Clients, Contacts, Projects, Team capacity and Meetings.

Clients, Contacts, and Projects

Clients, Contacts, and Projects are shared directories your team uses to track records across your accounts. 

  • Clients is your central list of every client account you manage. 
  • Contacts is a list of all the people you work with across those accounts. 
  • Projects gives you a single view of all delivery work, across every client.

Each directory supports custom fields, shared views, and access controls, so your team can tailor each list to how you work.

For more detail on managing directories, adding records, and setting access levels, see Managing your client directories and custom fields.

Client records

Each entry in the Clients directory is a client record. Open any client by clicking its name and selecting View client. Every client record has four tabs:

  • Profile: Key details about the client, including default fields and any custom fields your team has added.
  • Projects: The projects your team is delivering for this client.
  • Contacts: The people at this client that you work with.
  • Portal: The shared space where your client can follow progress, review updates, and action tasks.

To get up and running with your first client, see Set up your first client.

The client portal

Each client has a private portal: a dedicated space where your internal team and your client can communicate and collaborate. You control what appears there. Your client only ever sees their portal, and nothing else in your Asana is visible to them.

The portal includes an Overview, a Timeline, and a Files section. From Overview, you can share status updates, highlight your team, and add tasks for your client to review or action.

For a full explanation of the portal and how to set it up, see Understanding the client portal. 

To understand exactly what your clients can see and do, see What your client has access to in Asana Client Management.

Team capacity

Team capacity gives you a view of how your team is staffed across all your client work. You can see who is assigned to what, identify where people are over or under capacity, and make adjustments before delivery is affected.

Team capacity is available on Advanced. For more detail, see Manage team capacity in Asana Client Management.

Meetings

Meetings lets you run structured client meetings directly in Asana. You can prepare agendas, capture notes, and track follow-up tasks in one place, connected to the right client record.

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What is Asana Client Management | Asana Help Center