Adding teams to portfolios

I think this can be resolved if Asana allowed easy selection of all members within a team. However, as people on projects are stakeholders, I don’t see where a mass import is needed.

Hello, is there an update on this feature request? Thanks!

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I’d also like to see this. As a growing company, we’re adding new staff regularly. Adding then to hundreds of projects MANUALLY is the opposite of an efficient use of our time, which is what Asana is designed to do (use our time efficiently).

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How do you do this?

g’day - +1 for this feature. We are trying to get the whole org to use Asana but it’s very difficult when it’s up to a few people to make sure everyone can see their relevant work.

I just created a new portfolio, and need to add our entire team to it. Is there a way to add a team to a portfolio instead of inviting via individual e-mails?

Hello @Chantelle_Drury

I have merged your post into an existing feedback request thread. Don‘t forget to vote at the top.

Alsohere is a great feedback request thread that might be interesting for you.

It would be ideal to give the option for a portfolio to live on a team where all members of the team have access to said portfolio. Also, it would be nice to see portfolio member have further restrictions ie - view only, comment only, member, admin

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Right now you have to individually assign all of team members to a portfolio when I can add them as a team to all of the projects within the portfolio. It’d be much easier to just assign the team to a portfolio (1) and subsequently all projects in that portfolio would be assigned to that team (2).

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Welcome to the forum, @Sophia_Fox ! I’ve merged your post with another popular thread on the topic. Please make sure you use the purple “Vote” button at the top near the title to lend your support.

I don’t see what seems to be the correct answer here: Create the project on the TEAM page, then it is assigned to the team. I don’t see an option to add teams to a project, or add an existing project to a team. It seems, however, that if you create the project on the team page, everyone in the team has access.

@Lance_Alder - team-level sharing of projects is now enabled for some accounts (it’s a very recent development that I believe is still being rolled out); see this post for some info (full public announcement is to come, I believe):

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I found that if you select your top task, scroll down to your last task and click while pushing SHIFT on the keyboard, you will select all tasks. A popup will appear at the bottom of the screen. You want to select the 3 dots and select “Add Collaborators”. This will allow you to add multiple people to a task/project at one time.

Welcome, @McKenna_Staudenmayer,

That’s a good way to add multiple collaborators to a task, but this thread is about adding multiple members to projects and portfolios which requires a different solution.

Thanks,

Larry

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Adding teams to portfolios will make onboarding a lot easier. Especially when you have multiple/nested portfolio’s in a team.

Now every time a new team member join you need to add them to each portfolio. Would be a lot easier if you can connect the team as an entity, preferably multiple teams like with the Team Sharing @Stephen_Li mentioned.

I took the liberty to rename the thread as adding teams to projects is already implemented.

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My org uses the portfolio feature to collect bi-weekly updates from project managers that will feed into our MBR. There is a single portfolio where each manager adds the projects on which they’re working. My team specifically has 7 projects, so you can imagine it’s far easier to add those 7 projects to our own portfolio, then update the status of and add our portfolio to the broader team’s.

Projects can be shared to individuals, your team, or your entire network. Portfolios can only be shared to individuals or publicly within your company. I would like to see a function that would allow us to share portfolios to our team so that they have access to status updates. Currently, I’m having to update each project individually and then collate the updates into a Portfolio update. This is a huge time-suck and would be fixed by allowing portfolios to be shared with teams, not just specific individuals or the whole company.

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+1 to this feature request. I have tried to use a group email alias but has not been able to make it work. Adding dozens of people for each portfolio just so they can get status updates is painful.

Looking to assign portfolios to teams, not individual users… anyone know how?

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Welcome, @anon42455831,

I’ve merged your post into a thread with the same request so now you can click the title to scroll to the top and then click the purple Vote button.

Thanks,

Larry

+1 for this!

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