Hi Asanas, I’m Stephen, a Forum Leader and Asana user for ~6 months (a testament to how simple and intuitive the platform is). I’m thrilled to share these awesome enhancements to portfolios with you!
Status Quo
Currently, you can only filter and sort portfolios by a single criterion. If you have multiple custom fields–say, region and budget–there’s no way for you to nest a sort first by region and then by budget.
There are a few requests to address this in the forum, including this one:
In my team, this has forced us to get creative (and manual 
) about setting up many portfolios to ensure that we surface different combinations of data…but not for long! Asana is launching the ability to filter and sort items in a portfolio by multiple criteria. I cannot overstate how excited I am about this update. 
Note: this is available for users on the Business or Enterprise plan (legacy) or Advanced, Enterprise, or Enterprise+ plan (current)
What does this mean?
If you categorize projects by multiple fields (e.g., owner, due date, priority, region, budget, and effort level), you’ll now be able to visualize all of that information in the same view. If you want to sort projects by their owner and then priority, you’ll be able to do that. If you want to filter out projects that have been archived or are on track (i.e., only see your problem children), you’ll be able to do that, too. If you want to combine a multi-filter and a multi-sort…the world is your oyster!
Toggle me for a sorting example
Let’s take a look at sorting first. In the example below, I’m grouping items first by their owner, then by their region and priority. This is going to make running status meetings a breeze.
Toggle me for a filtering example
Let’s next look at filtering. In the example below, I’m showing only items owned by Alan Wang and in the EMEA region. This is important to note: multi-filtering means that items must meet all criteria to remain visible. If you look closely, you’ll notice that I’ve left the multi-sort from the previous example in place; you can combine multi-sort and multi-filtering to really flex your Asana power user muscles! 
Some technical specs
Supported options for sorting
| Sort Option | Projects | Portfolios |
|---|---|---|
| Name |  |
|
| Team | |
 |
| Status | |
|
| Owner | |
|
| Start/Due Date | |
|
| Completion | |
|
| Duration | |
|
| Time remaining | |
|
| Priority | |
|
| SSCF/MSCF Custom Field | |
|
| People Custom Field | |
|
| Date Custom Field | |
|
| Rollups | |
|
| Goals | |
|
Supported options for filtering
| Filter | Operator(s) | Description | Projects | Portfolios |
|---|---|---|---|---|
| Status | Contains All/Any | Can filter by status options | |
|
| Team | Contains All/Any | Open team typeahead to filter by 1+ teams | |
|
| Owner | Is | Open owner typeahead to filter by owner | |
|
| Completion | Is | Filter by incomplete or completed projects | |
|
| Archive | Is | Filter for archived or unarchived projects | |
|
| Multi-Select Custom Field | Contains All/Any | Filter by MSCF picker field | |
|
| Single-Select Custom Field | Is | Filter by SSCF picker field | |
|
| People Custom Field | Contains All/Any | Opens people typeahead to filter by 1+ users | |
|
| Start/Due Date | Is | Can filter by start/due date | |
|
| Date Custom Field | Is | Can filter by custom date | |
|
| Rollups | Is | Can filter by available rollup data | |
|
| Goals | Contains All/Any | Opens Goals typeahead to filter by 1+ goals | |
|
Example Use Cases
- Gathering all your projects in one portfolio, then slicing them up to see activity by owner across different regions
- Seeing a content schedule separated by region, channel, and launch date
- Hiding completed projects or projects associated with specific teams (while running a team-specific status call)
Takeaways
For my team, this is going to streamline our process and give us insight into our data that we simply don’t have currently. Gone are the days of having a separate portfolio for each option in a single-select field! This will make project setup and closeout a much smoother, less error-prone process. For teams on plans with a limited number of portfolios, this is going to allow you to get massively more bang for your buck!
Chime in below with how your team use these new features to up your Asana game!