Project Progress Tracking
Task completion percentages, milestone status, and project timelines sync in real-time.
Asana / INTEGRATION GUIDE
Asana + Angelwood Integration
Show clients their project status automatically. No more manual updates or status spreadsheets.
QUICK ANSWER
The Asana integration syncs project progress into client portals so delivery updates stay current without extra status writing.
WHO THIS IS FOR
Best for teams already relying on Asana and needing their client-facing updates, approvals, or reporting to stay in sync.
THE WORKFLOW
What you get with Asana
Seamlessly connect your workflow with Angelwood
Milestone Visibility
Clients see upcoming deliverables and completed milestones without accessing Asana directly.
Selective Sharing
Choose which projects, sections, and tasks are visible. Keep internal work private.
FROM SETUP TO SHARED CONTEXT
How it works
Get started with Asana in minutes
- 01
Connect your Asana workspace
OAuth connection takes 30 seconds. No API keys needed.
- 02
Select projects to share
Choose which Asana projects sync to each client portal.
- 03
Configure visibility rules
Hide internal tasks, private notes, and team discussions from client view.
- 04
Clients see live progress
As you complete tasks in Asana, clients see updates instantly in their portal.
IN PRACTICE
How firms use Asana with Angelwood
Ways to apply this workflow to client work
Marketing Campaign Management
Show clients campaign task progress, content deadlines, and launch milestones.
OutcomeReduce status update emails by 80%
Website Development Projects
Give clients visibility into design, development, and QA phases without weekly calls.
OutcomeCut project status meetings in half
Retainer Work Management
Track monthly deliverables and show clients what is been completed against their retainer.
OutcomeJustify retainer value with visible work
GOOD QUESTIONS
Asana Integration FAQs
Do clients need an Asana account?
No. Clients view project data in their Angelwood portal. They never need Asana access or training.
Can I hide certain tasks from clients?
Yes. Use sections, tags, or custom rules to control exactly what clients see. Internal tasks stay private.
Does this work with Asana Premium/Business?
Yes. The integration works with all Asana tiers including Premium, Business, and Enterprise.
How do subtasks appear to clients?
You can choose to show subtasks as part of parent task progress or hide them entirely.
Can clients comment on tasks through the portal?
Clients can leave comments in the portal. These appear in Angelwood and can optionally sync back to Asana.
YOUR NEXT STEP
Ready to connect Asana?
Start your 14-day free trial. No credit card required.