One consolidated view to see all tasks from all projects within the portfolio

I am still getting the hang of using ASANA with a team-- I previously just was using ASANA to manage all of my own projects (wasn’t trying to make room for a team), so it was pretty easy for me to keep all of the tasks nested within their proper projects, but then I could use my personal task board to see what my workflow looked like and plan ahead with task distribution.

I have grown my team (operations) and have been working on improving my projects/templates/boards to make room for easier handoffs and communication and my team is about to grow again, and I am preparing to have a huge influx of work (closing a round of funding and about to have a lot of onbarding and also and have more/more complicated marketing and events). Currently, when I’m meeting with my team members, we just go through one portfolio at a time, and then click into each project individually to review. While this is helpful for me on the project-by-project basis, I am feeling a need for something that brings in all of the relevant project tasks for the portfolio projects into one spot.

Similar to how the “my tasks” page works, but for each portfolio- so that when we review the portfolio (category of work), that we can see all of the tasks in order but all grouped together and I can look at the workflow generally from a birds eye view, and pull things around to make sure that I can manage the flow of work better.

Does this exist? What I am thinking about doing is to create one project within each portfolio, and having all of the tasks within all of the portfolio muti-homed into this project as well, so that we can look at all of the things in calendar view, and pull them where they need to be and to be able to better see “where we are” as well as “where we need to be”. But this sort of seems also like bloat, and to add that extra multi-homing may be tricky.

Thoughts? Major red flags to my mentality?

Thank you!

You could start with saved searches (e.g., get all tasks from a particular portfolio, sort by project or assignee or something like that). Searches don’t have the functionality of a project or My Tasks, but they do update automatically and require barely any setup.

If that’s not robust enough for you, you could consider multi-homing all tasks (via rule) to a central project you use just for reporting/high-level strategy.

Stephen, thank you for the response. I will first try out the saved search functionality and test whether it would help. I’ve sort of tried that, but definitely need to spend a bit more time there looking at how I can set up various searches.

I do think that I’ll probably need to create a central project for some of the projects so I can see and organize the tasks all at once if I’m going to try to adjust due dates, etc and categorize them for my team. We’re still early enough in our ASANA setup that I also want to make sure that I’m not building out something that wouldn’t be sustainable in the longer run, so I’m trying to test out options before we start applying them as practice with some of our other more important teams/projects/portfolios.

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The same question pops up in other thread (threads) - the need of a unified timeline view for portfolios which shows included projects and underlying tasks as well. As far as I can see this is a pain for Asana users managing multiple projects with the same team to have a full and detailed overview. Is this really the right and only way to achieve this via multi-homing all tasks under a “technical” project? We are assessing Asana currently and this missing feature might be a deal breaker.