Portfolio: Ability to build a portfolio based on Cards on a Board

[Jason_Burks]

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.

[Bastien_Siebman]

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!

[Marie]

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?

[lpb]

Hi @Jason_Burks and thanks @Marie,

You could multi-home (“Add to Project”) each task you want to add to a Portfolio and then create the Portfolio/s you need for your clients.

I offer another solution (not requiring Asana2Go) described here:

OKR Tracking in Asana

I spent time a few months ago designing a quite powerful and very flexible solution for my clients to handle either OKRs or Goals/KPIs (and initiatives generally), that is quick to implement and maintain weekly or monthly, and works company-wide with roll-ups at the company- and department-levels. An optional third tier, sub-department-level, is optionally available too. Unlike Portfolios which requires the Business tier, this solution only requires Premium, and it even offers a key feature–int…

Finally, with Asana2Go Adds New Projects Dashboard/Roll-Up Feature (and partial relief for Asana Dashboards removal) you can generate:

Perhaps one of those approaches helps,

Larry

[Chris_Buckley1]

Hi,

New Asana user here with a business account, and have just started using Portfolios.

However, seems odd that there’s not a Kanban view here? This would be very useful to us. Is this something that is in the pipeline?

Chris.

[Emily_Roman]

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!

[tahaack]

A board view for portfolios is necessary. It seems as though this should be a no brainer considering there is a board view for projects.