Give your project plan a business view.

Flowboard organizes the engagement around a client-linked project, with CRM, proposals, time and invoices in the same workspace. A won deal can become the starting point for delivery, and recorded effort contributes to project costs and billing. That gives account managers and owners a business view beside the project plan.

Asana Client Management adds client-facing and account-level context to its work-management offering. Timesheets and Budgets provides financial inputs around time. Those products make Asana a relevant agency option; their packaging and shared records determine the complete setup your team would use.

A contributor needs the next task. An account manager needs the client's scope and response. An owner needs the economics of delivery. Flowboard puts those records around the same engagement, so a project update has context beyond its completion status. Team access and a separate client portal control which information each person sees.

During a demo, trace one client across the system. Find the agreed scope, current delivery owner, next milestone and commercial record. Ask whether the same change needs to be entered twice. The useful distinction is how information stays consistent during real work, not whether both products have a navigation item called Projects.

Illustrative scenario: a strategy engagement becomes a campaign spanning several teams. Sales has promised scope, the account manager has promised a launch date and delivery needs designers and writers at different times. Start before task creation: where does the agreement live, who confirms it and what becomes the authoritative project?

In Flowboard, test the won-deal handoff and proposal relationship. In Asana, test the specific intake or Client Management workflow you would deploy. Change a deliverable, reassign work and prepare a client update. Follow the change through all relevant records. A successful test ends with an understandable operational handoff, not just an attractive board.

Asana Timesheets and Budgets includes rate cards, user rates, actual-versus-estimated cost and timesheet approval. Flowboard provides a direct-margin model within the client project, using the recorded effort and direct costs behind the work. The revenue basis matters when comparing a spending budget, direct margin and accounting profit.

Flowboard uses billable time and rates as the revenue basis for hourly work. For a fixed-fee or retainer project, the configured budget supplies that basis. Logged labour and non-pass-through expenses form direct costs. Agree on revenue timing, cost-rate treatment and billable versus non-billable work before comparing totals. Different definitions can produce different numbers without either calculation being wrong.

Bring the account manager and delivery owner into the same Flowboard project from the start. Keep the client, accepted scope and revenue basis close to assigned work. As contributors record hours, the owner can review delivery costs and the billing lead can prepare an invoice from eligible entries. Each role works from the engagement it needs to understand.

Scope the move around active agency work. Preserve any Asana portfolio reporting and departmental processes your wider organization still needs, and save rules before changing the source project. In Flowboard, assign owners, confirm the brief and agree how the team records time. The next status review can then include the work completed, its direct cost and the next commercial step.

Flowboard keeps the proposal, project, recorded time and invoice in one workspace. As contributors log effort, the owner can review direct costs against the configured project revenue. The account manager has the client context beside those delivery records, making scope and billing conversations easier to ground in the work.

Clients receive access to selected updates and files, while internal discussions and costs stay with the team. Internal proofing supports pins on images; PDFs can be viewed and other media may need downloading. Keep specialist video review tools for time-coded or frame-accurate annotation.

Choose a project with sections, assignees and nested tasks. Save a source export and document forms, external files and rules that make its process work. Flowboard's Asana API importer preserves sections and maps projects and tasks, with limits on nested task structure. Match workspace members and inspect the result.

Comments, historic time entries and custom fields do not import. Portfolio structures, rate cards and automations are not recreated as a complete working system. Keep their source records and rebuild required behavior. Have the project owner approve task counts, responsibility and financial assumptions before inviting clients or moving more projects.

Import a representative Asana project, match workspace members and set up its client and commercial records. Have contributors update tasks and record time, then use the same project for the owner's margin review and the invoice preparer's next step. Run the work with the people who will own it after the move.

Flowboard includes every feature in one plan and keeps client users free. Price the Asana products and access your agency currently needs against that complete team offer. Flowboard has no native Gantt view or native mobile app, so retain those as explicit requirements if your delivery process depends on them.