Asana Client Management

Q: Do my clients need an additional Asana seat?

No. Clients access their portal without a seat or any additional cost. Only your internal team members count toward your seat total.

Q: Is Asana AI included in the price?

Each seat includes 5 AI Requests, up to 10 seats, that refresh monthly. Additional requests can be purchased upfront or pay-as-you-go.

Q: What is the contract term for my paid AI requests?

Paid usage packs are valid for your entire billing cycle. For monthly customers: packs expire at month's end. For annual customers: packs can be used anytime across your contract term with no monthly resets. On-demand, pay-as-you-go billing is also available, billed monthly for exactly what you used with no upfront commitment.

Q: How do I purchase additional AI requests?

You have two options. Prepaid usage packs at $0.50 per request, valid for your full billing cycle. On-demand, pay-as-you-go billing at $0.60 per request, billed monthly in arrears.

Q: What's the difference between Starter and Advanced for Client Management?

Starter gives you a simple client directory to organize client information. Advanced unlocks the full client delivery experience—client portals, meetings-to-tasks automation, workload and staffing visibility, project health, and financial insights to manage work and clients end to end.

Q: Can I switch between monthly and annual billing?

Yes. You can start on monthly billing and switch to annual at any time to get a discounted rate.

Q: Does Asana Client Management include everything in Asana's Agentic Work Management plan?

Yes. Client Management Starter includes everything in Agentic Work Management Starter, and Client Management Advanced includes everything in Agentic Work Management Advanced. If you're an existing Asana customer, all your data and work carries over automatically.

Q: How does Asana store my data?

The Asana subscription service is hosted on dedicated servers within secure, industry-leading data centers provided by Amazon Web Services. These data centers have achieved and maintain SOC 2 compliance and provide 24-hour physical security including biometric access controls and continuous surveillance.

Drive better outcomes with your clients

Save up to 18%

Starter

For agencies that need one shared workspace to manage client context, project status, and client-facing work.

$10.99

Per user, per month billed annually

Get started

Client Management Starter Capabilities:

Client Directory
A system of record for every client relationship: account health, ARR, renewal dates, key contacts, and linked projects in one place.
Includes everything in the Agentic Work Management Starter Plan.
Asana AI Teammates Included:
Creative Producer
Takes the first draft burden off your team, turning briefs and feedback into structured tasks and generating creative work ready for human review.
Account Advisor
Automates CRM-to-project handoffs, drafts client status updates, and flags budget and delivery risks.
Operations Coordinator
Assists with staffing, billing prep, and operational governance like decision logs, file standards, and budget risk flags.
Executive Advisor
Gives leaders a view of profitability, capacity, and retention risk across your client book, surfacing what needs attention before problems crop up.
5 requests you can give any AI Teammate managing client work

Advanced

For agencies that want to manage the entire client relationship in one place, from communications, meetings, projects, project health, staffing and financials.

$24.99

Per user, per month billed annually

Get started

Client Management Advanced Capabilities:

Client Portal
A dedicated space for clients to track projects, review deliverables, and send feedback that flows directly into Asana as actionable work.
*Meetings to tasks
Connects client calls to work. AI recaps meetings, pulls action items, and assigns them automatically.
Client Directory
A system of record for every client relationship: account health, ARR, renewal dates, key contacts, and linked projects in one place.
Team Capacity
A live workload view across all active client projects. AI drafts staffing plans for new engagements and flags rebalancing when someone is out.
Includes everything in the Agentic Work Management Advanced Plan.
Asana AI Teammates Included:
Creative Producer
Takes the first draft burden off your team, turning briefs and feedback into structured tasks and generating creative work ready for human review.
Account Advisor
Automates CRM-to-project handoffs, drafts client status updates, and flags budget and delivery risks.
Operations Coordinator
Assists with staffing, billing prep, and operational governance like decision logs, file standards, and budget risk flags.
Executive Advisor
Gives leaders a view of profitability, capacity, and retention risk across your client book, surfacing what needs attention before problems crop up.
5 requests you can give any AI Teammate managing client work

Starter

For agencies that need one shared workspace to manage client context, project status, and client-facing work.

$10.99

Per user, per month billed annually. $13.49 billed monthly

Get started

Client Management Starter Capabilities:

Client Directory
A system of record for every client relationship: account health, ARR, renewal dates, key contacts, and linked projects in one place.
Includes everything in the Agentic Work Management Starter Plan.
Asana AI Teammates Included:
Creative Producer
Takes the first draft burden off your team, turning briefs and feedback into structured tasks and generating creative work ready for human review.
Account Advisor
Automates CRM-to-project handoffs, drafts client status updates, and flags budget and delivery risks.
Operations Coordinator
Assists with staffing, billing prep, and operational governance like decision logs, file standards, and budget risk flags.
Executive Advisor
Gives leaders a view of profitability, capacity, and retention risk across your client book, surfacing what needs attention before problems crop up.
5 requests you can give any AI Teammate managing client work

Advanced

For agencies that want to manage the entire client relationship in one place, from communications, meetings, projects, project health, staffing and financials.

$24.99

Per user, per month billed annually. $30.49 billed monthly

Get started

Client Management Advanced Capabilities:

Client Portal
A dedicated space for clients to track projects, review deliverables, and send feedback that flows directly into Asana as actionable work.
*Meetings to tasks
Connects client calls to work. AI recaps meetings, pulls action items, and assigns them automatically.
Client Directory
A system of record for every client relationship: account health, ARR, renewal dates, key contacts, and linked projects in one place.
Team Capacity
A live workload view across all active client projects. AI drafts staffing plans for new engagements and flags rebalancing when someone is out.
Includes everything in the Agentic Work Management Advanced Plan.
Asana AI Teammates Included:
Creative Producer
Takes the first draft burden off your team, turning briefs and feedback into structured tasks and generating creative work ready for human review.
Account Advisor
Automates CRM-to-project handoffs, drafts client status updates, and flags budget and delivery risks.
Operations Coordinator
Assists with staffing, billing prep, and operational governance like decision logs, file standards, and budget risk flags.
Executive Advisor
Gives leaders a view of profitability, capacity, and retention risk across your client book, surfacing what needs attention before problems crop up.
5 requests you can give any AI Teammate managing client work

StarterAdvanced

Get started Get started

Client Directory

A system of record for every client relationship: account health, ARR, renewal dates, key contacts, and linked projects in one place.

Client Portal

A dedicated space for clients to track projects, review deliverables, and send feedback that flows directly into Asana as actionable work.

*Meeting to tasks

Connects client calls to work. AI recaps meetings, pulls action items, and assigns them automatically.

Team capacity

A live workload view across all active client projects. AI drafts staffing plans for new engagements and flags rebalancing when someone is out.

Unlimited tasks

Tasks are to-do items that show who needs to do what by when.

Unlimited projects

Projects help you organize related tasks into a single space with different views like lists, boards, or timelines so you can see the big picture.

Unlimited comments

Comments let you and your team discuss tasks directly within each task, keeping all communication centered where the work happens.

Unlimited storage (100MB/file)

Store an unlimited number of files, each up to 100MB in size, directly within Asana.

Unlimited messages

Send direct messages and have team conversations in Asana to keep discussions all in one place instead of scattered across email and chat apps.

Activity logs

Asana activity logs automatically track important changes to a task, giving teams visibility into task history and accountability.

iOS and Android mobile apps

Asana offers desktop apps for macOS and Windows for optimal performance, plus iOS and Android apps for managing work on the go.

Recurring tasks

Set up recurring tasks that automatically generate the next instance with updated due dates when you complete them.

Multi-select and bulk actions

Select multiple tasks at once to perform bulk actions like editing or deleting.

Multi-home tasks to projects

With multi-homing, you can add the same task to multiple projects and any updates to that task sync automatically across all instances.

Project overview

Get a high-level snapshot of project details, including key milestones and team members.

List view

View tasks in list format for straightforward task management.

Board view

Visualize tasks using a Kanban-style board to track your work through different stages.

Calendar view

Display tasks on a calendar to track deadlines and check schedules.

My Tasks

View and manage your assigned work in one personalized list, helping you prioritize and stay focused on what needs to get done.

Notes

Create and share project notes, meeting minutes, and documentation to keep important information accessible to your team.

Timeline view

Use a Gantt-style timeline to plan and visualize project schedules and dependencies.

Gantt view

Gantt charts show project tasks, dependencies, and milestones mapped on a timeline.

Goals view

Asana goals help you track progress on what matters most by connecting your everyday tasks to bigger company-wide objectives.

Portfolios view

In Asana, a portfolio is a digital folder that organizes multiple projects in one place, giving a high-level view of your progress.

AI Studio Basic

Included access to AI Studio to explore how AI can help take on routine, manual work (includes rate limits).

AI Assists

Chat with an AI assistant available anywhere in Asana to get answers, insights about your work, and create tasks using natural language.

100+ free integrations

Connect Asana with your favorite tools like Microsoft 365, Google Workspace, and Slack to streamline workflows and reduce app switching.

Forms

Collect information and requests through customizable forms that feed directly into Asana projects.

Start dates and times

Set when tasks should begin, not just when they're due, for better project scheduling.

Task dependencies

Task dependencies allow you to define the order in which tasks need to be completed so your team can see what's blocked and what's ready to move forward.

Workflow builder

Design and automate routine workflows with our no-code builder. to enhance efficiency and reduce manual effort.

Custom field management dashboard

Create standardized custom fields that can be assigned to any project or task to track data like priority, budget, or status.

Reference custom fields

Link tasks to the people, teams, or work they reference, so everyone sees the right context without searching.

Project template management dashboard

Build reusable project templates with standardized tasks, assignees, and due dates that can be applied to new projects instantly.

Custom templates

Create reusable templates tailored to your team's processes for consistent project setup.

Custom task types

Create custom task types like Bug, Design, or Request that align with your team's workflows and make task tracking more meaningful for your specific work processes.

Unlimited rules/automations

Rules let you set triggers and actions once, then they automatically handle routine updates so nothing falls through the cracks.

Forms with branching logic

Build dynamic forms that show different questions based on what people answer, so you get exactly the information you need.

Critical path

Identify which tasks directly impact your project deadline so you can prioritize the work that matters most and avoid costly delays.

Proofing

Review and provide feedback on creative assets directly within Asana.

Approvals

Set up approval workflows to ensure work is reviewed and authorized appropriately.

Jira Cloud two-way sync

Synchronize tasks between Asana and Jira Cloud to maintain consistency across platforms.

Goals (company, team, & individual)

Set and track goals at every level--from personal wins to company-wide objectives--all in one spot.

Goal strategy map

Visualize how all of of your goals connect so you can see the strategy behind the work.

Automatic goal progress

Let Asana update your goal progress automatically based on completed tasks and projects, no manual updates needed.

Weighted goals

Assign different importance levels to goals so they reflect what matters most to your organization.

Reporting on goals

Generate detailed reports for your stakeholders that show goal progress, completion rates, and performance trends.

Saved grid views

Save your favorite grid layouts and switch between them instantly—no need to reconfigure filters and columns every time.

CSV and PDF export

Export your project data and reports in CSV or PDF format to share with stakeholders or analyze in other tools.

Status updates

Keep everyone informed by sharing regular progress updates on your projects, highlighting what's been accomplished and what's coming up.

Custom fields

Add extra details to your tasks like priority levels, budgets, or approval status to track the information that matters most to your team.

Reference custom fields

Link tasks to the people, teams, or work they reference, so everyone sees the right context without searching.

Project dashboards

Get a visual overview of your project's progress with charts and metrics that show how your work is tracking toward goals.

Charts customization

Tailor your dashboard charts to display exactly the data you need, from task completion rates to team workload distribution.

Charts template library

Choose from pre-built chart templates to quickly visualize common project metrics without starting from scratch.

Advanced search

Find exactly what you're looking for across all your projects using filters like assignee, due date, project, or custom field values.

Milestones

Mark important due dates and achievements in your projects so everyone knows when key milestones are reached.

Universal reporting

Pull data from across all your projects and teams into one place to see the bigger picture of how work is progressing.

Formulas

Asana formulas are custom fields that automatically calculate values like project duration, budgets, and costs using data from your tasks and projects.

Salesforce, Tableau & Power BI

Connect your project data with your business intelligence and CRM tools for unified reporting and insights across all your work streams.

Portfolio dashboards

See high-level progress and health across multiple related projects in a single dashboard.

Timesheets

Understand progress and drive efficiency by tracking billable and non-billable hours with centralized timesheet management, giving real-time visibility into where teams are spending time.

Add-onAdd-on

User rates

Set hourly rates for your team members to track costs against workload, so you always have a clear picture of project health.

Add-onAdd-on

Project budgets

Monitor project health with confidence by pulling in user rates, time data, and other cost data to quickly compare estimated and actual project spend.

Add-onAdd-on

Time tracking

Compare the estimated time for a task with the actual time it takes to complete to understand true effort and improve planning, forecasting, and budgeting.

Portfolio workload

Check workload just for the projects in a single portfolio—perfect for keeping one program or initiative on track.

SOC 2 Type II

Asana works with independent third-party auditors to attest to our control effectiveness on an annual basis

Multi-factor authentication

Enforce two-factor authentication for domain members and guests

256-bit encryption (at rest & in transit)

Data is encrypted in transit and at rest

Cross-regional backups

Data is automatically backed up to a recovery location to maintain availability in the event of an outage

Data deletion

You can permanently remove your Asana account data, including user profile information, project details, and task history.

Google SSO

Let employees use their existing Google work account to authenticate into Asana

User limit

Up to 2 seats per project and team. All paid plans let you add unlimited members.

UnlimitedUnlimited

Private teams

Create teams that are only visible to invited members.

Private projects

Make projects accessible only to the people you choose to keep sensitive work confidential

Unlimited free guests

invite external collaborators to work on projects without incurring additional costs or impacting your user count.

Admin console

IT and team admins have a centralized dashboard to manage team members, security settings, and permissions across their organization.

Comment-only projects

Let users view, comment on, and participate in conversations within a project without the ability to edit or make changes to tasks or project structure.

Team sharing on projects

Share entire projects with specific teams at once.

Pause a member’s license

Temporarily suspend someone's access without removing them completely.

Access controls

Set permissions for who can view or edit projects, portfolios, and goals.

Lock custom fields

Prevent users from changing or deleting important custom field settings.

Asana Forum

Connect with other Asana users to share tips, ask questions, and learn best practices from the Asana community.

Asana Academy

Access courses and certifications to master Asana's features and boost your team's productivity.

Asana webinars

Access courses and certifications to master Asana's features and boost your team's productivity.

Asana Help Center

Find step-by-step guides, tutorials, and answers to common questions about using Asana.

Asana Developer Guide

Access APIs, integrations, and technical documentation to build custom solutions with Asana.

Asana Support (direct)

Get direct help from Asana's support team to resolve technical issues and implementation challenges.

Customer Success options

Work with dedicated specialists to optimize your Asana setup and achieve your team's goals (eligibility requirements apply).

Expand capacity with AI Teammates

Purpose-built AI agents monitor, flag, and take action so your team stays focused on clients.

Clients are always free

One user price. Only pay for the AI you use.

No usage fees, no per-client charges, no surprises; just a single platform price that covers your team and everything they need.

Clients use included

Seats cover your internal team only. Clients access their portal without taking up a seat or adding to your bill.

AI Requests Included

Five AI requests included per user for up to 10 users, so teams can realize AI value from day one.

Pay monthly or annually

Buy monthly for flexibility or annually for a discount. Switch at any time.

ADD-ONS

Extend Asana Client Management with optional modules

Add only what your team needs - billed separately on eligible plans

ADD-ON

Timesheets and Budgets

Improve client outcomes with real-time visibility into budgets, time, and costs - all in one place.

Available as an add-on to Starter or Advanced plan.

Track progress with accurate timesheet data
Monitor project health with budget tracking
Manage resources with flexible rate cards
Track billable and non-billable hours

Contact sales Learn more

Buy AI usage packs or pay as you go

PREPAID

Usage Packs

Give your team the capacity they need to accomplish more. Prepaid request are yours for your full contract terms with no monthly resets.

Available on Starter, Advanced, Enterprise, and Enterprise+ plans

$0.50 per AI request, billed upfront
Buy as many packs as your team needs
Live usage dashboard for visibility and control
Yours for your full contract team, no monthly resets

Get started Learn more

ON DEMAND

Pay as you go

Pay as you go for exact usage with on demand billing. No upfront commitment required, billed monthly.

Available on Starter, Advanced, Enterprise, and Enterprise+ plans

$0.60 per AI request, billed monthly
Set a monthly spend cap
Manage on demand billing directly in-product
Live usage dashboard for visibility and control

Get started

Loved by 100,000+ organizations across the globe

Frequently asked questions

Do my clients need an additional Asana seat?

What is an AI request?

An AI request is one successful unit of work executed by AI Teammates or Asana Dash, which share a single pool of AI requests. Administrative tasks in Dash are included at no extra cost. You're only charged when work gets done; failed, timed-out, or canceled tasks don't count. For Dash, AI requests only count when Dash completes complex work (e.g., integrations, web search, long-form content generation) or hands off the work to an AI Teammate.

Is Asana AI included in the price?

What is the contract term for my paid AI requests?

How do I purchase additional AI requests?

What's the difference between Starter and Advanced for Client Management?

Can I switch between monthly and annual billing?

Does Asana Client Management include everything in Asana's Agentic Work Management plan?

How secure is Asana?

Protecting the data you trust to Asana is our first priority. Asana uses physical, procedural, and technical safeguards to preserve the integrity and security of your information. We regularly back up your data to prevent data loss and aid in recovery. Additionally, we host data in secure SSAE 16 / SOC2 certified data centers, implement firewalls and access restrictions on our servers to better protect your information, and work with third party security researchers to ensure our practices are secure. Learn more.

Asana Client Management

Drive better outcomes with your clients

Starter

Advanced

Starter

Advanced

Expand capacity with AI Teammates

Creative Producer

SKILLS

Account Advisor

SKILLS

Operations Coordinator

SKILLS

Executive Advisor

SKILLS

Clients are always free

One user price. Only pay for the AI you use.

Clients use included

AI Requests Included

Pay monthly or annually

ADD-ONS

Extend Asana Client Management with optional modules

Timesheets and Budgets

Buy AI usage packs or pay as you go

Usage Packs

Pay as you go

Loved by 100,000+ organizations across the globe

Frequently asked questions

Do my clients need an additional Asana seat?

What is an AI request?

Is Asana AI included in the price?

What is the contract term for my paid AI requests?

How do I purchase additional AI requests?

What's the difference between Starter and Advanced for Client Management?

Can I switch between monthly and annual billing?

Does Asana Client Management include everything in Asana's Agentic Work Management plan?

How secure is Asana?

How does Asana store my data?

How does Asana protect my data?

Get your team and your clients working together, in one place.