Manage Account History for Team Members?

I’d like to set up a calendar or board where I can monitor how many accounts each team member is on throughout the year. Is there a way to automate this without having to manually change dates and uses existing boards?

Hi @Kiernan_Boone, welcome to the Asana Community Forum :wave:t2:

Adding existing client project into Portfolios would be a great way to keep track of all necessary projects :slight_smile:

Do keep in mind, however, that Portfolio is a Business feature!

I hope this helps :slight_smile: