Portfolios on Android
- Skip Ahead to
- Accessing your Portfolios
- Creating a Portfolio
- Adding projects to a Portfolio
- Portfolio Overview
- View Custom Fields
- Project progress
Portfolios help you keep track of projects across your team, or even across your whole Organization. Portfolios let you categorize Asana projects, see & request status updates, and organize projects based on priority, burn-down, or even custom fields you create.
Accessing your Portfolios
You can access your Portfolios from your Home screen. Just tap on the Portfolios tab and you’ll be navigated to your Portfolio list view.
Create a Portfolio
To create a new Portfolio:
- Tap the quick add icon
- Add a Portfolio name
You’ll then be prompted to build your Portfolio.
Add Projects to a Portfolio
Once you’ve created a Portfolio, you can add a project or multiple projects at once.
Tap the quick add icon.
Enter the name of any projects you’d like to add or choose from the prefilled project list. When you’ve selected your projects, tap Save.
Once you’ve created a portfolio and added a few projects, you can keep track of their health in one place.
From the Portfolio view, you can:
- See each project’s latest status
- View each project’s progress as a percentage
- See each project’s due date or date range
- View the team each project belongs to
- View the owner of each project
- Add more projects to the Portfolio
View Custom Fields
If you have added custom fields to your Portfolio using the web-version of Asana, you can view any values that were entered directly from the Portfolio overview.
To view custom field values from the Portfolio overview:
- Swipe across the header line to view the custom field values for each project
It’s currently only possible to add custom fields to a Portfolio using the web version of Asana.
For information on Project progress, see our guide article here.