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.
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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 postâs request on its own, you actually can do what youâre asking. Click the search box, Advanced search, Add field > Custom field > choose your field (Deal stage in the example below), set the values youâre 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 weâve changed over to using Projects instead of Tasks, losing these automations has really made our âupgradeâ 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 havenât 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 wasnât anywhere to place this featureâŚ
We are in the process of transitioning from another platform where this functionality is standard. Iâm shocked that something this simple is not available. The âall workâ 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 âhere in 2025 still waiting for thisââŚ
2 Likes
Yes, please! This is critical functionality. Would be a great add!
+1! Weâd reduce manual work if this capability existed.
@Jason_Quatrino and others - this feature has been tagged âConsideredâ by the Asana team, so hopefully weâll see some movement on this in the near future!
Hi everyone, thank you for your feedback and for advocating for this feature!
From what youâve shared in this thread, it sounds like youâre looking for a way to automatically add projects to portfolios based on certain criteria. Weâve made some updates over the past few months that directly address this request.
Rules for Portfolios
You can now automatically add or move projects to portfolios when specific actions are taken via rules.
Portfolio-specific Project Templates
You can also attach a project template to a portfolio, so every project created from that template is automatically added to the correct portfolio, saving time and reducing manual work.
If your request is a bit different from what weâve shared here, feel free to create a new thread in the English Forum > Product Feedback category and let us know how it would help your workflow.
Thanks again for your input, we appreciate it!
Assuming the person using the template has edit access to the portfolio in question!