Within my business, I am looking for a solution to manage my client deals. I am a mortgage broker and I have a sales process that I like to stay on top of to ensure I have given my clients the best possible experience. My concern is once the deal has settled and the project is archived, how do I keep a record of which task was completed when, just in case my files are ever audited? I can see that you can print the completed project, but it only gives you simple information showing checkboxes completed. How do I print or export all the data? For example, the date the specific task was completed? or any notes that I have completed on the task?
ASANA is great for the process itself, but once the file is moved to storage, I need to ensure I have a paper-trail.