I’d like to request clarification and confirmation regarding the process for Portfolios and Projects Status Updates. To ensure consistency and efficiency, I’d like to confirm the following:
Date-Based Portfolio and Project Updates:
Will Portfolio and Project Status Updates be conducted based on a pre-determined, set schedule (e.g., weekly, monthly)?
If so, could you please share the process on how to achieve it?
Bulk Project Status Updates (within Portfolios):
Will Project Status Updates within a Portfolio be handled in bulk, rather than individually?
If so, please outline how the bulk update process will be carried out.
Note that all Project Status Updates adhere to the same set of guidelines.
Having clear guidelines on these points will greatly improve a team’s ability to provide accurate and timely updates.
Asana set reminders can be used for goals, and projects, but I can’t find that option for portfolios, which is odd. @ambforumleader@pforumleader am I missing something?
@Jan-Rienk I just checked and I do not have the option of reminders for Goals or for Portfolios.
I generally switch all the reminders for project status updates off because they are weekly and that is too short of a period to provide updates on the nature of projects I have.
I appreciate the insights shared, gentlemen. I have cast my vote using the link you provided and I am optimistic that this feature will be implemented in the future. Additionally, an automated status update based on a predetermined schedule would be beneficial, as manually updating numerous projects is quite laborious. Thank you once again, and best regards.