Portfolios on iOS

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 & request status updates, and organize projects based on priority, burn-down, or even custom fields you create.

Portfolios view

Your Portfolios are divided into two sections; the ones that were created by you and the ones you most recently visited.

Create a Portfolio

Create Portfolio 1

To create a Portfolio:

  1. Tap the Portfolios icon at the bottom of your screen
  2. Tap the + button to name & create a new portfolio

Add Projects to a Portfolio

Once you’ve created a Portfolio, you can add a project or multiple projects at once.

Add projects

Tap the + icon from the Portfolio view

Add projects 2

From here, search for the project(s) you’d like to add and tap Done

When you add a project to a Portfolio on mobile, the owner of that Portfolio is automatically subscribed to status updates on that project.

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. View each project’s latest status
  2. View each project’s progress as a percentage
  3. View each project’s due date or date range
  4. View the team a project belongs to and the number of overdue tasks it contains
  5. View the owner of each project
  6. Add more projects to the Portfolio

View Portfolio 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 Overview

You can access an individual project’s view to get a complete high level picture of the health of the project by tapping on any project within your Portfolio.

Project overviews are available in both the basic and paid versions of Asana

Portfolio Overview

From the project view, you can:

  1. Access the settings to favorite, archive or delete a project
  2. View the project’s owner, custom fields, due date/date range and description
  3. View and add project Members
  4. View a project’s progress & task completion status
  5. View a project’s latest status update or request an update

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type : at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.