Limit goals to specific portfolio via Connected goals column

[Jaime_Martin]

I want to only show specific goals in each portfolio whenever I am assigning a connected goal to a project.
I realized that all goals show up in the dropdown for the connected goals columns in each portfolio. But I want only specific goals to be shown in the list to choose from.

This will limit confusion and make assigning the goals be easier.

Please note that the goals are assigned to specific teams.

[Zaki_Imtiaz]

In Asana’s current implementation, the Connected Goals dropdown shows all available goals, which can indeed become overwhelming. While there isn’t a direct way to filter the goals dropdown within a portfolio, here are some potential workarounds:

1. Using Goal Naming Conventions:

• Prefix goal names with team/portfolio identifiers (e.g., “TECH-”, “MKTG-”)
• This makes it easier to quickly identify relevant goals in the dropdown
• You can type the prefix in the dropdown to filter quickly

2. Goal Organization Structure:

• Create separate Goal parent items for each team/portfolio
• Organize goals hierarchically under these parents
• While all goals will still appear, they’ll be more organized in the dropdown

3. Using Custom Fields:

• Add a custom field for “Team/Portfolio Assignment”
• Tag goals with their relevant team/portfolio
• While this won’t filter the dropdown, it makes it clearer which goals belong where

The key limitation is that Asana doesn’t currently support restricting or filtering the Connected Goals dropdown by team or portfolio. You might want to:

1. Submit this as a feature request to Asana
2. Use clear naming conventions in the meantime
3. Consider documenting which goals belong to which portfolios in your team’s process guide

Zaki
Business Workflow Consultant
Ready Logic

[Jaime_Martin]

Thank you!
How do I submit a request?

[lpb]

@Jaime_Martin

How do I submit a request?

You can create a topic in Product Feedback.

Thanks,

Larry