How do I group Projects

#1

We would like to be able to group projects so we can drill down by type of project

i.e. Tax Returns, Monthly Accounting, Special Projects, etc

#2

Hi Bob,
Are you working in a workspace ? or in an organization?
in an org you can group projects into teams. in a Workspace, I don’t remember, I’m thinking you cannot … but maybe someone will prove me wrong. you could always use numbered naming conventions and coloured projects.

1 Like
#3

Portfolios is how we organize our projects by Service Type, or by Team
Portfolios

#4

https://asana.com/guide/help/organizations/team-basics Team information

I have Asana organized as such:

 Team (Area of Focus)
o Project
 Task
• Subtasks
 Task
 Task

o Project
 Task
• Subtasks
 Task

o Project
 Task
• Subtasks

Ways to filter:
Favorite (project) appears in sidebar
Assign (to me, appears on My Tasks list)
Tag (context: phone call, errands, waiting for, Vrbicky, Lori, Dedri)
My Tasks Board View (special project, enables ability to view My Tasks in Board layout)

Here is how I input tasks:

  1. Enter assignment as New Project
  2. Mark Project as a Favorite if I want to actively work on it
  3. Assign to a Team (Area, Department)
  4. Enter a next action (task, even if it is same as Project name)
  5. Assign to me so it appears on My Tasks if I want to actively work on it
  6. If assigned to me, also add to My Tasks Board View project.
  7. Choose a Tag if it applies

**If you don’t mark a project as a Favorite, or take assignment to a task, it will remain under the Projects in each Team until you’re ready to bring it into your active focus.

You can only assign and tag tasks (not projects); that’s why I need to enter at least one task under a project.

#5

I use tags a lot. I like how a task can also belong to multiple projects. but I find tagging is very powerful when it comes to grouping, if the data is properly entered that is.