Create custom groups or folders within sidebar (for starred, projects, etc)

I work with 7 client orgs & each has a number of projects going on — both ongoing work like newsletters, social media work, & website updates, and individual events like webinars and conferences. I’d like to be able to star key items for each client and then have a hierarchy like this in my sidebar (for both Starred items and Projects):

  • Starred
    • Client One
      • Project 1A
      • Project 1D
      • Saved search 1A
      • Form 1A
    • Client Two
      • Portfolio 2
      • Project 2C
      • Saved search 2D
      • Saved search 2E
  • Projects
    • Client One
      • Project 1A
      • Project 1B

etc.

Ideally these sections would be collapsible so that I can fold them up & reduce clutter & overwhelm.

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At the moment you can toggle between accounts in the top right corner, but that’s it. Honestly, because this would only serve .01% of the users (consultants like us) I don’t expect Asana to do anything, but we never know :muscle:

Thanks Bastien.

We don’t have them set up as separate accounts—we just have our company account & build all client projects within that.

Note: Not a solution but marked as such to elevate a key reply

@Brian_Fewell, Until/if multiple levels of starred items become available, I think your best bet is:

  • Make each client org a team and put their projects in their team
  • Star each team you want to get to quickly
  • Click each team to visit the team page and order the projects there putting the key ones at the top of the list

Now you can hover any starred team to see their key projects.

Thanks,

Larry

Thanks @lpb! I like this as a workaround & will give it a try.

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As my company embraces Asana more and more, it can get difficult to navigate through my Favorite projects. I would like to organise my favorites into sections or categories, such as: Team 1:1s, Current Projects, OKRs, etc, so I can quickly switch between projects and portfolios more easily.

Ideally, I would also like to be able to expand and collapse each section as needed, like I can do with my Teams.

Thanks for sharing this feedback with us, @MarcGarcia! As a workaround, to be able to create sections in your Favorite bar, you can create a fake project called “------Current Projects------” and mark it as favorite. This project will appear in your favorites and you will be able to move projects under this section to separate from the others.

You can also find some tips in this thread: Question on overall organizing

We don’t have immediate plans to implement this feature but I’ll keep you posted as soon as we have any news!

2 Likes

Thank you @Emily_Roman, that’s a very useful workaround. I would love to see a native implementation though, but in the meanwhile, I will give it a try!

2 Likes

It would be great if there could be a way to build out additional organization under the Favorites list on the sidebar such as the option to create sublists/groups to organize the projects listed within the favorites list. I’m frequently using the favorites section more often than actually searching for projects but as a result, I end up with many projects favored and it would be nice to have a way to organize those projects such as by team, topic, etc.

4 Likes

Welcome to the Asana Community Forum @Sarah_Eldeeb :waving_hand:
I have merged your request into an existing one, don‘t forget upvoting :slight_smile: One idea on how you can organize things a bit more is mentioned here.

Yes being able to custom sort and create categories headers for the favorite project section would be very beneficial.

This is a big need for me as well! My organization grew and now I have so many favorites I can’t find anything. I wish I could pair it down, but I have over 130 active projects, so it’s all already portfolios.

1 Like

I’ve merged this topic into an existing one that’s a superset; votes will be transferred.

Thanks,

Larry

I would like to see the ability to customize the sidebar to include my own groups/sections, similar to how Slack gives you the ability to create sections. This would allow me to group my starred projects/tasks/dashboards/etc into sections to better organize my work and find things faster. Right now, I can only sort my Starred items alphabetically or manually, but it’s still just a long list of items once opened.

Great idea! Don’t forget to vote for your own submission at the top. It doesn’t automatically add a vote for the submitter.

Welcome, @Erin_Cheatham,

I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the Vote button.

See also the workaround suggested there just under the original post.

Thanks,

Larry