Portfolios on Android

Portfolios are available to all Business and Enterprise customers

Portfolios help you keep track of projects across your team, or even across your whole Organization. Portfolios let you categorize Asana projects, see and request status updates, and organize projects based on priority, burn-down, or even custom fields you create.

Accessing your Portfolios

Accessing 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

Create Portfolio

To create a new Portfolio:

  1. Tap the quick add icon
  2. 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.

Adding projects 1

Tap the quick add icon.

Adding projects 2

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.

Portfolio Overview

Once you’ve created a portfolio and added a few projects, you can keep track of their health in one place.

Portfolio overview

From the Portfolio view, you can:

  1. See each project’s latest status
  2. View each project’s progress as a percentage
  3. See each project’s due date or date range
  4. View the team each project belongs to
  5. View the owner of each project
  6. 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.

Portfolios custom fields

To view custom field values from the Portfolio overview:

  1. 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.

Project progress

For information on Project progress, see our guide article here.

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