This would be so helpful. Rules at portfolio-level, but also at team-level. We automatically create Asana projects through external apps, which I would really like to automate further with rules that apply to new projects.
2 Likes
We are really in need of a way to view projects in a more customizable way. Especially since you can add custom fields at the project level, not being able to automatically view all projects with the same value in that custom field makes them nearly useless in our use cases.
This thread is about automation in portfolios, but your post is about projects. Considering your postās request on its own, you actually can do what youāre asking. Click the search box, Advanced search, Add field > Custom field > choose your field (Deal stage in the example below), set the values youāre looking for, search, then in the results, click the Projects tab. Much of this is shown in the single screenshot below:
Thanks,
Larry
Any update on when this functionality will become available? I am also seeking a way to auto-add (rule driven) projects to a Portfolio.
Agreed here. We just implemented Portfolios but lost a lot of functionality.
We used to use Tasks for this one purpose and the Projects have good automations for those tasks.
Now that weāve changed over to using Projects instead of Tasks, losing these automations has really made our āupgradeā a messy lateral move.
Throwing another vote towards PLEASE add Portfolio functionality with regards to automations!!
Folks have been asking for this feature for over 4 years now. Are there any move from Asana to add this featuer?
We havenāt heard of anything. Rules have been added to portfolio, but I am not sure it would be the right place. Maybe Team Homepage would, they are working on improving it. So my 2-cents would be: this is a great idea, but until today there wasnāt anywhere to place this featureā¦
We are in the process of transitioning from another platform where this functionality is standard. Iām shocked that something this simple is not available. The āall workā view within teams is terrible so we need the view of a portfolio for each team - however it is majorly inefficient to add projects one by one across the teams. Please tell me this functionality is coming soon.
Yet another āhere in 2025 still waiting for thisāā¦
2 Likes
Yes, please! This is critical functionality. Would be a great add!