Asana Training - How To Do Client Onboarding With Asana

Need help with Asana? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/asana Most people view client onboarding as admin. It’s actually the first major deliverable. In this tutorial, we walk through how to do client onboarding the right way using Asana: setting up a reusable project template, structuring project stages, assigning client tasks (like brand assets, login credentials, and an onboarding survey), using dependencies to make requirements clear, and using Asana Forms to collect information smoothly. We also cover adding guidance inside the project (e.g., a “How to Work with Us” tab), saving the project as a template, using project roles to assign work, and inviting your client as a guest so they only see the one project. 00:00 - Why onboarding is the first major deliverable 00:50 - Create a blank project (to become a reusable template) 01:54 - Define stages/sections (onboarding → planning → build → launch) 03:05 - Client vs internal tasks + whether to invite the client into Asana 04:22 - Dependencies to prevent kickoff before prerequisites are done 06:38 - Use Asana Forms for the onboarding survey (paid feature) 11:06 - Add “How to Work with Us” guidance + save as a template + roles + invite client as guest Sign up for our FREE video training series: "Asana 101: Introduction to Asana" » https://minorco.com/asana-101/ Request a quote! Purchase your Asana licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/asana-request-a-quote/ Want to take full advantage of Asana? Sign up to our Master Asana support program and take Asana to the next level » https://minorco.com/asana Sign up to my newsletter to get regular tips and videos on how to use Asana better » https://minorco.com/newsletter