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 and request Status Updates, and organize projects based on priority, burn-up chart, 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 and 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 project's health by tapping on any project within your Portfolio.

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

 Project 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 and task completion status
  5. View a project's latest Status Update or request an update

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