The #1 Mistake I See in Client Asana Setups
So… everything’s crammed into one Asana team and it’s chaos. Again.
I’ve seen this same mistake so many times, I could probably spot it with my eyes closed—just based on how stressed someone sounds when they talk about “finding the client onboarding template” or “figuring out which project is active right now.”
Either keep reading or watch the video below:
If you’ve ever opened up your Asana workspace and just… felt your the weight of everything piling up on your shoulders? You’re not alone. And it’s probably not your fault.
Like, you’re not bad at organizing. You’re just doing your best with a setup that kind of sets you up to fail.
Especially if no one showed you what Asana can do—beyond the default stuff.
But there is one fix that solves a lot of the mess: using multiple teams.
Not one catch-all team labeled “My Team” with thirty unruly projects underneath. Actual, separate, organized teams.
And I get it—Asana kind of hides this feature. It’s not obvious when you’re just trying to make things work. But this one change can seriously help your brain breathe.
Why the single-team setup happens
So let’s zoom out for a second and look at how most people get here.
You sign up for Asana. Asana auto-creates your first team for you and calls it "Sam's First Team"...or whatever your name actually is.
Then you start adding your projects. And it works. At first.
You’ve got a project for onboarding. Maybe a few for your different offers. One for that launch you’re planning, and another for client deliverables. Maybe your VA adds a couple more. Oh, and of course you grab some of Asana's generic templates that you never actually use.
And suddenly, that one team has like 19 projects inside of it.
Some are half-done. Some are completely abandoned.
Some are still active but buried three scrolls down.
It’s like using one giant filing cabinet drawer for your taxes, your journals, your coupons, your childhood artwork, and your random business notes.
You can shove all that stuff in there… but it’s nooooot exactly easy to navigate.
How it affects you
What I see happen next is people start feeling resentful toward Asana. Or they stop trusting it.
Because when everything’s in one place, it stops feeling like a trusted system. And it starts feeling like one more thing to babysit.
You log in and instead of seeing a clear next step, you get hit with:
Wait… where did I put that link?
Is this task still relevant?
Wasn’t there a draft in here somewhere?
Why is this showing up in my inbox again?
And maybe you’ve even caught yourself thinking that you should just start fresh or try ClickUp instead. Or maybe tools like this just don't work for you...
None of that is your fault. And it's not Asana's fault either.
Why Asana’s default setup leads here
The tricky part is that Asana kind of encourages this when you first start.
When you sign up, you get a workspace and one team. And that first team becomes the container for everything.
And unless someone tells you otherwise, it’s easy to assume that’s just how it works. You don’t realize you’re allowed to have more teams. Or that you can—and should—break things out.
But that one change? Giving yourself permission to create multiple teams? It unlocks so much more clarity and calm.
What to do instead – and why it works
Okay—so let’s talk about what to do instead of that overloaded, one-team-for-everything setup.
Here’s what I recommend—and what I do inside my own Asana.
Instead of one big, messy team, create a structure that reflects the actual categories of your business.
It doesn't have to be actual separate teams that exist in your business. Because if you're here, that likely means your a small business owner and you're not going to have a giant company full of different teams.
Instead, think in terms of categories, like:
Clients
Offers
Operations
Marketing
Personal
So for example:
You could have a separate team for all of your client projects to live if you’re doing retainer work or 1:1 services.
A team for your products and services, if you have multiple revenue streams—like a course, a workshop, a membership, or coaching.
A team for operations, where you keep your SOPs, expense tracking, and brand files.
And a personal team—one that’s just for you. You can brain-dump in there, plan your own schedule, plan vacations, whatever you need.
The idea is: every team is a container. Each one holds the relevant projects, and only the relevant ones.
It’s clean. It’s organized. It lets your brain know where things live.
You can also use different privacy settings for each team if you're on one of the paid plans.
So if you need to invite a contractor or client to see something, you’re not exposing them to your entire business in the process. Just their corner.
This isn’t just about being organized. It’s about reducing friction.
When you reduce friction in your systems, you give your brain less to track. Less to remember. Less to worry about. And that, over time, adds up to so much more energy.
Let’s say you’ve got a new client, a new lead, a new product launch, some ongoing marketing, and you just brought on a new team member.
If you’re still operating out of a single team, you probably do something like this:
Create a new project for onboarding your new client
Add a few tasks, assign them out
Maybe duplicate an old project to reuse the structure
And then a few days later, you realize you also need a place for deliverables. So you make another project: “Current Work.”
And then a third one: “Marketing Campaigns.”
And a fourth: “New Team Member Onboarding.”
It doesn’t take long before your team is filled with 10+ projects, all using different names and all jumbled up together.
Now every time you want to check in on different aspects of your business—whether it’s a client’s status, a new lead’s progress, your latest product launch, or ongoing marketing efforts—you have to remember what you named each project, what stage they’re in, and whether or not they’re still active.
But if you had created a team for each of these categories?
All of that stuff would be in a neat, dedicated space.
It’s like giving each aspect of your business its own labeled folder instead of tossing everything into one communal box.
Why this works long-term
This setup isn’t just about feeling fancy. It actually scales with you.
Because as your business grows, and you bring on more clients or add more offers, your system doesn’t break. It expands.
You’re not constantly redoing things. You’re just… duplicating what works.
It gives you a system you can actually trust. One that helps you focus on your work instead of getting stuck managing your to-do list.
Asana Essentials can help
And if this kind of clean structure sounds dreamy, but the execution feels overwhelming? I get it.
That’s actually why I made Asana Essentials.
It's the ultimate toolkit for getting your Asana account organized just how I'm explaining.
You’ll see how I use teams, how I name my projects, how I track what matters. It’s simple. But it’s solid.
And it’s been a huge relief—not just logistically, but emotionally.
So whenever you’re ready, check it out here.
So yeah. The #1 mistake I see in client Asana setups?
Trying to make one team do it all.
It feels efficient… until it isn’t. Until it starts leaking time and attention in a hundred little ways.
Asana gives you unlimited teams for a reason. It’s okay to use them.
You don’t need a big business to have clean systems. You just need systems that work for you.
Split things up. Make space for clarity. Give yourself fewer clicks, fewer headaches, and more “oh, that was easy” moments.
And if you’re watching this while avoiding your Asana account altogether— no shame.
But maybe just try making that first new team today. Name it “Clients.” And just move your client projects that you already created over to it.
Just see what it’s like to give one piece of your business a cleaner home.
You might be surprised how much lighter things feel—just from that one shift.
