Setup: We are a Marketing Agency and have a Board with Columns for each phase all our work typically goes through. In Creative, With Client For Review, In QA, Etc. We then have one Card per project with sub-tasks for all the steps of the projects, with due dates, comments, and assignments happening there.
Feature Request: Given our setup it would be nice to build a Portfolio for a specific client who may have 3-5 Cards on our overall board because those cards represent the 3-5 projects we have for them at the time. Right now I can just bring the whole board in as a portfolio, which is useful to gauge overall workload overall projects of the company. But it doesn’t give me the tools needed to have a client-specific portfolio. It would also probably be good to pick cards for multiple boards as we do have a separate board that just tracks new business and that same client may have a few cards/opportunities that could be pulled into the overall portfolio.
It is an interesting request! Having a task to represent a project is a “hack” so I don’t imagine Asana building anything around it. Don’t get me wrong, I use this hack all the time and you are definitely correct to do it Would like to have Asana viewpoint on this though!
Hi @Jason_Burks and thanks so much for sharing your feedback with us! I don’t believe this is in our near term plans unfortunately! @lpb, is this something Asana2go could help with?
Hi @Chris_Buckley1, welcome to the Community Forum and thanks for taking the time to share your feedback with us!
We have an existing product feedback thread about this topic and our community members have shared some useful workarounds. I’ve gone ahead and merged your thread with the main request to centralize votes. Let me know if you have any questions and don’t forget to vote!
Would like to have Asana viewpoint on this though!