More success in the agency business with FeatValue and Asana

With FeatValue client portal, you can better engage your client in your project management while working in your familiar Asana environment.

Connect Asana with FeatValue

FeatValue: Simple, clear customer portal with all necessary functions

Your project management software: Complex workflows with many views, filters and settings

FeatValue UI

Configured in a few steps

Instruction

Authenticate in Asana

Here you can allow FeatValue to access Asana.

Registration with FeatValue

After you have authorized yourself, you will be redirected to FeatValue. There you can create a FeatValue account. Your FeatValue account will be linked automatically.

Email verification

Welcome to FeatValue!

Now you have done it! You can now invite your clients and work with them. Click on "Create client":

Create Client

FeatValue was developed for collaboration with the client.

Create project

Each client can have multiple projects. You can create a project by clicking on "Create project".

The project was created in Asana

After you have created the project, it has already been created in Asana. Each status of FeatValue is defined as a separate section.

You can recognize projects from FeatValue by the prefix "FV - ".

Create task

This completes the configuration. You and your clients can now create tasks in FeatValue.

After the task is created, it also appears in Asana.

Review process

Now you can do the work with your team, dragging the task into the "In Progress" section. If your client changes the priority or leaves a comment in the meantime, this will be directly reflected in Asana. Once you're done, you can drag the task into the "Client Review" section.

Your client will be notified by email and can review the task in FeatValue:

.

The task can be accepted or rejected.

If something is still missing, the task is set back to "In Progress" in Asana. If everything is in order, the task will also be closed in FeatValue and you have earned your closing time!

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