More connection.
In every account.
Clients, projects and conversations in one context. Design an operation with TaskWork that follows every delivery.
Know the account.
Connect delivery.
Client Management brings relationships and work together for agencies and professional services. TaskWork helps turn this foundation into a clear journey for teams and clients.
A more connected operation
Contacts, context and account owners.
Projects, milestones and next steps.
Content and access defined before the invitation.
From the first conversation
to the next delivery.
Explore each operational workstream.
A good relationship starts with clarity.
Align context, owners and expectations before starting execution.
- Account brief and objectives
- Roles and contact points
- Project startup roadmap
Every deliverable has a next step.
Design the transition between production, review and approval, with explicit responsibilities.
- Delivery stages and milestones
- Review criteria
- Approvals and scope changes
More continuity between conversations.
Organize communication and turn decisions into trackable actions.
- Account routines
- Agendas and action items
- Content shared in the portal
A clear structure.
Account by account.
Map
Understand accounts, deliverables and bottlenecks.
Structure
Define templates, stages and owners.
Validate
Review data and sharing.
Activate
Guide the team and monitor adoption.
The client experience
starts within.
Processes, teams and access need to keep pace with the tool.
Features and purchasing
Client Management is an add-on for Starter and Advanced subscriptions. It is not automatically included; confirm conditions and features for your workspace.
View plansStructure for your operation
We connect the client journey to your team’s processes, owners and collaboration rules.
Assess my situationWho decides.
Who makes it happen.
Asana
Product, features and development.
Licensing and plan conditions.
Documentation and controls.
TaskWork
Operational journey and structure.
Roles and sharing.
Guidance and next steps.
Your team
Each account’s objectives.
Deliverables and approvals.
Client communication.
Essential questions.
Is it suitable for agencies?
Yes. The product targets agencies and professional services that need to connect client relationships with project delivery.
Can my client see the entire workspace?
The portal shows content shared with the client. Previous project invitations may grant additional access: review all permissions before enabling collaboration.
Has the product launched?
Yes. Asana announced general availability in September 2026. Purchasing and features depend on plan and workspace conditions.
Is it the same as Service Management?
No. Client Management covers relationships and deliverables for external clients. Service Management focuses on internal service requests and support.
Connect your team.
Bring your clients closer.
Let’s design the next stage of your operation.