Portfolios

Portfolios are available to all Business and Enterprise customers.

Portfolios provide a holistic view of all your important projects in one place. You can organize your most important projects, monitor their health in real-time, and drill in for more information, and keep your team updated on progress. You can also access Portfolios on Android & iOS devices.

You can also access Workload through Portfolios - Click Portfolios in the sidebar, select a Portfolio and then navigate to the Workload tab.

Create a Portfolio

Dashboard 1

To create a Portfolio:

  1. Click on Portfolios on the top left of the sidebar
  2. Click on the New Portfolio tile
  3. Name the Portfolio
  4. Click Create Portfolio

Portfolio View

When you click on one of your Portfolios, you will be able to see a holistic view of all projects contained within.

Portfolio View

From the Portfolio view, you can:

  1. Add another project to the Portfolio
  2. View the latest status of each project
  3. View the progress % of each project
  4. View or edit a project's due date or date range
  5. View or edit a project's priority
  6. View the custom field values for each project
  7. View the project owner

You can remove a project from your Portfolio at any time.

Remove project from portfolio

To remove a project from a Portfolio:

  1. Click on the three dot icon that appears next to the name of the project
  2. Click Remove from Portfolio

Project Overview

Click on any project in your Portfolio to view the project's overview.

Portfolio 3

From the project overview, you can:

  1. Select a project owner
  2. Add or edit a due date or date range
  3. Access the project directly to view its tasks, resources and timeline
  4. Add or edit a project's priority
  5. View the latest status of a project or update the project's status yourself

You won't be able to add a project to a Portfolio unless it already has a due date/date range set on the project-level.

Status Updates

If a project's status has yet to be updated, you can click on the project in your Portfolio and request an update from the project owner or compose a status update yourself.

Portfolio 4

You can also comment on an existing status directly from the project overview.

Portfolio 5

View Options & Milestones

If there is a specific way you and your team prefer to sort Portfolios, you can save it as the default view for everyone.

Portfolio 5

To change your Portfolio view:

  1. Click on the slider icon on the upper right of your screen
  2. Choose either Tasks or Milestones as the progress type displayed
  3. Select to view your Portfolio by Status, Project Owner, Due Date, or Alphabetical

Milestones in Portfolio View

Milestones are visible on Portfolio timeline.

A blue diamond signifies a key milestone.

They show key events and map forward movement in the project plan. Milestones act as signposts through the course of your project, helping ensure you stay on track.

Milestones in portfolios

You can then click into the milestone symbol for more context on the task within the project.

milestone task

A maximum of 12 Milestones can be displayed in your Portfolio view, before the list becomes truncated.

You can also view each project's Milestones in the project overview by clicking on any project in a Portfolio.

Milestones in project overview

From a project overview in a Portfolio, you can:

  1. Click the + icon to add a new Milestone
  2. View the project's completed & incomplete Milestones

You can also add custom fields directly from the drop down and then sort your Portfolio by your chosen field.

How to manage custom fields

From the fields icon in Projects view a drop down menu will give you an option to click on +Add field

add custom field

From here a pop up window will appear allowing you to add a custom field.

If the toggle button is blue the field is enabled

create new

How to add a custom field:

  1. Click on Create new
  2. Type in your new custom field name in the Field title bar
  3. Click Create Field to add your new field

Sort by fields

From the Sort slider in Project view you can sort your workload by a range of field options.

sort

You can now categorize, prioritize or diagnose work phases and sort based on your particular needs.

Export your Portfolio to Google Sheets

Once you've created a Portfolio, you can export it to Google Sheets at any time.

sheets export

To export a Portfolio to Google Sheets:

  1. Tap the three dot icon next to the Portfolio title
  2. Hover over Export and select Google Sheets

Export your Portfolio to CSV

You can also export your Portfolio to CSV. Custom fields are also included in the CSV export.

csv export

To export a Portfolio to CSV:

  1. Tap the three dot icon next to the Portfolio title
  2. Hover over Export and select CSV

Portfolio Membership & Sharing

You can share Portfolios at any time with your teammates in Asana or add them as Portfolio Members.

share portfolio

When you click the Share button and access the Portfolio Membership screen, you can:

  1. Copy the Portfolio link and share with colleagues
  2. Add Portfolio Members
  3. Set a Member as the Portfolio Owner or remove them from the Portfolio

share portfolio 2

When you have been added as a Member of a Portfolio, you will receive an inbox notification. You will also see a "New" icon next to the Portfolio in question when accessing your Portfolios page.

If you have been added as a Member of a Portfolio, you will receive a Weekly Report email provided you have your email notifications turned on.

share portfolio 3

If you share a Portfolio containing some private projects, the person you've shared it with will see the above notification at the bottom of the screen.

Portfolio Timeline

Portfolio Timeline allows you to visualize, share, and adjust how initiatives are sequenced so you can best utilize your resources and hit your deadlines.

Accessing your Portfolio Timeline

To access your Portfolio Timeline, first click on the Portfolios tab and choose your desired Portfolio.

portfolio timeline

Then click on the Timeline tab to view your Portfolio Timeline.

portfolio timeline view

Portfolio Timeline Toolbar

portfolio toolbar

From your Portfolio Toolbar, you can:

  1. Filter projects by day
  2. Filter your view by Days, Weeks, Months, Quarters, Half-year or Years
  3. Set Color or choose Custom Fields with Color

Please note that we're gradually rolling out this feature.

Using Basic Search

basic search

To run a basic search, type the name of your Portfolio in the search bar.

Using Advanced Search

You can use your Advanced Search to search for information within a Portfolio.

This can be done easily from your Homepage.

portfolio search

From your Homepage:

  1. Click on Search
  2. Then click Advanced Search

portfolio timeline search

From here, fill out your search parameters and click Add Filter then In Portfolios to search within your Portfolios.

You can also search for a Portfolio by @mentioning the Portfolio in any description or comment field in Asana. Please note that if the Portfolio is private, you must have access to the Portfolio in order for it to appear in your search results.

Adding Portfolios to Portfolios

To read more about the Adding Portfolios to Portfolios feature, please see our guide article here.

Privacy settings

The Portfolio Owner has the option to make your Portfolio private or public.

Making the Portfolio private, will mean that only Portfolio Members will have access to the content within the Portfolio and it won't be discoverable across your Organization or Workspace. Making the Portfolio public will mean it will be discoverable across your Organization or Workspace.

To toggle between public and private Portfolio settings:

portfolio search

From within your Portfolio:

  1. Click on the Share icon

portfolio privacy

From here choose to keep the Portfolio private or make it public to your Organization or Workspace.

Portfolios FAQ

If you have any questions regarding Portfolios, please refer to our Portfolios FAQ page or contact support.

Sorry, we don't support this browser

Asana doesn't work with the internet browser you are currently using. Please sign up using one of these supported browsers instead.

Choose your language

Selecting a language changes the language and/or content on asana.com