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

[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 both Goals and Portfolios, which both require the Business tier, this solution only requires Premium, and still includ…

Finally, with Asana2Go Adds New Projects Dashboard/Roll-Up Feature you can generate:

Perhaps one of those approaches helps,

Larry