Make Adding to Portfolios Easier

My team is trying to rebuild our Asana process around portfolios and workload so that we can have a nice clear overview of where everything stands. The problem is that right now adding things to portfolios is enormously time consuming and not intuitive. Projects must be added from the portfolio page, and can only be searched for by project name. We would LOVE to see:

  1. Projects can be added to a portfolio from the project page itself. This would resolve 90% of the issue as this could be done simply as part of the on boarding process.

  2. Projects can be searched for from the portfolio page by team name as well as by project. We may have dozens of projects at any given point named ‘banner’ or ‘business cards’. But if we had the option to just type in the team name it would narrow it down really quickly.

2 posts were merged into an existing topic: Add a project to a portfolio, while I’m in the project itself