Asana: Portfolios in Asana

Communications & Information Technology

 

Utilizing Portfolios:

A Portfolio is a collection of Projects grouped together for tracking and management purposes.

  • Overview
    • A Portfolio functions as a dashboard that shows:
      • A list of projects you have grouped together
      • Each project's status (on track, at risk, off track)
      • Progress (percent complete)
      • Key dates (start/end)
      • Priority or other custom data
  • When to Use a Portfolio:
    • Multiple projects are occurring at the same time for the same team.
    • Multiple projects that are related to each other are occurring at the same time.
    • Multiple projects need to be completed on similar timelines to meet deadlines.
  • How to Create a Portfolio:
    • Click “Portfolios” on the menu on the left side of your screen.
    • On the Portfolios page, click the +Create button.
    • Name your portfolio and set Privacy to “Private to portfolio members.”
    • Choose between the 3 layouts:
      • Project List View
        • Shows project status, progress %, due dates, and the owner.
      • Timeline View
        • Shows how projects overlap over time (like a roadmap).
      • Workload
        • Shows who is overloaded across projects.
    • Click Continue and either start adding projects or share with your other team members


Your screens and processes may vary slightly from this document.