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What is Asana Client Management?

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Who can use this feature?
StarterAdvanced

Visit our pricing page for more information.

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.

With Asana Client Management, you can organize client records, connect work to the right client, plan team capacity, and collaborate through a private client portal. This article explains what each part of Client Management does and how it supports client work.

Asana Client Management on your sidebar

When Asana Client Management is turned on, a Client Management area appears in your Asana sidebar with three destinations:

  1. Clients: a hub for every client account and the people you work with at each one (contacts).
  2. Contacts: a list of all managing all contacts and the custom fields per contact
  3. Projects: the projects you deliver for a client.
  4. Team capacity: see how your team is staffed across all of your client work. Available on the Advanced tier.

Use the Clients area to organize client accounts

The Clients area is where you keep a record of each client account and the people you work with at that organization. You can store details such as website, point of contact, start date, and renewal date so your team has the right context in one place.

Contacts stay connected to their client record, which makes it easier to keep information organized. You can view all clients in your workspace or focus on the clients you own.

Connect projects to clients

Projects are the projects you deliver for a client. When you connect a project to a client, the work stays tied to the right account and is easier to track over time.

You can create a project from the client record or connect an existing project. This helps your team manage delivery work without losing the client context around it.

Share updates in the client portal

Available on Asana Advanced.

Each client gets a client portal: a private, branded space where clients can follow progress, review updates, and act on the to-dos and files you choose to share. This gives your client a separate space where they can follow shared work without seeing the rest of your internal Asana environment.

The portal includes an Overview, a Timeline, a Files, and a Messages section. In Overview, you can share a latest update, highlight your team, and add to-dos so clients know what needs their attention.

You can also customize the portal to match your client experience. For example, you can add a cover image, write a welcome update, and create starter to-dos before you invite your client.

 

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What is Asana Client Management | Asana Help Center