Board view for Portfolios

It would be REALLY helpful if you could also create a board view for portfolios to organize and visualize all our work. We use boards for everything else… and it is nice that you now have them in projects, but we REALLY need them to organize projects and workstreams not just tasks to manage the program on a macro level. Switching from where we were to Asana has been a good move overall and we’ve added some discipline and functionality, but we REALLY miss being able to manage the program level with the board model. YOU NEED THIS BADLY.

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I agree with @ronald.elkins ! I work on a number of very complex clients who are running on a Project, Program, and Portfolio Level - and the macro view would be extremely helpful in understanding overall status and workload currently ‘in flight’!

Great suggestion!!!

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This would be the best as we run a separate project to just have this.

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Ditto - we are looking for an aggregate way to view the status of projects in a portfolio in a simple, visual way. The timeline feature is cool, but we’d like the status to be the method of organization vs. the timeline.

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Just chiming in to say that I agree! It would be extremely helpful and I think we’re gonna have to manually update a different project just to have that view.

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Hi. are you able to automate this in any way or are you having to manually link all tasks to the reporting project?

Another here - this is the first feature I have looked for since trialling Portfolios. Seems essential to have a macro view of a portfolio. Too much in Asana seems to have a micro approach

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Manually link. Due to this we have since stopped this. We were going to don’t for email automation based on stage but just doing that manually now as well.

Chiming in to agree. This would be extremely useful to have this view!

Agreed! My use case scenario would be to create a pipeline for projects. Obviously, we have status updates but a visual representation of where projects are at in the pipeline would be amazing for production and workflows of similar project types.

Please Please Please add the option to have a Board view within Portfolios. The list view is simply not as intuitive or visual as many of our users would like, and we can’t seem to figure out a workaround without a ton of manual processes.

As Tony_Geers stated, we also have a project pipeline. Something along these lines: Enquiries, Discussion, Quoted, Waiting, Accepted, Can Start, In Development, With Customer, Complete/Invoice

We have to add tasks to these to represent projects. Its always bothered me for many years that I cant add projects into a Board view so we can move projects along. Instead we have a Task as the project then link the task to the actual project, but we do nothing with the “task” its just a means to show its position in the pipeline.

On the other hand, we do have small tasks in the pipeline that dont derserve their own projects, but I would still prefer them being projects no matter how big.

I thought Portfolios could solve it, just started to use them now, but obviously disappointed to see no board view! :expressionless:

the thing I dislike the most about Asana is how not visual it is. Having a board view for asset management on projects would be amazing - wishful thinking structured in a database like Notion. This actually is exactly why I picked up notion was the need to be able to view an asset gallery

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Added my vote here.

I would use a board view to have a Quarterly view of projects/items on our roadmap. I’d imagine I would put a custom field for “Quarter” on the projects assigned to the Portfolio and then have a saved view by board, group by quarter.

While one might think the timeline view would work for this sort of things, there are two issue that prevent me from using that feature.

  1. It is a bit too precise, setting start and end days insinuates a level of precision that is not needed and indeed distracting from Roadmap/Macro Planning purposes.
  2. You can not “zoom out” to see 3-5 years worth of work in the timeline view. (See this old thread here for support for multi year timeline Timelines! Want to zoom out further to see years - #28)

Mike

Would be amazing to see Board view in Portfolios. I need a pipeline view, but only having that option in a project is super difficult, since I also want to be able to track tasks for the client. It has been two years for this request, so thinking this wont be changing, but it would be amazing to have that option in Asana. The project template titled pipeline really isn’t very helpful for this purpose.

Agreed! This would be a great view, especially for Executives who just want a quick overview of what is happening. Monday.com has introduced this recently on portfolios, and I wish it was a feature on Asana.

+1 please add a board view for portfolios (that ideally collapsable swim lanes like in Jira https://www.youtube.com/watch?v=XBj8oCis2Gw)