HI! I would like to use the portfolio overview to track whether a number of standard tasks are done across a set of projects. I.e. for all projects, I would like to see whether a contract is signed, an invoice has been sent, etc.
I was wondering if it is possible to view this in portfolio? I.e. for a tasks which appears in all projects see the status per project?
I have tried using milestones. That way I can see how many milestones have been achieved, but I can’t see which milestone is achieved and which not. (the order of milestones can change if the date of the milestone is changed in a project)
Hi @Harro_Riedstra , you may want to explore introducing a single-select custom field and name it ‘Task type’ with several options like ‘Contract’, ‘Invoice’.
You can use this field in your projects to essentially ‘tag’ your milestones or tasks (using the ‘Task type’ custom field, not actual tags!).
Then in your project’s dashboard, or better yet, in your Portfolio’s dashboard you can create charts to show you how many of your task types are for example completed or how many you have upcoming etc, by leveraging your ‘Task type’ custom field which is included across all your projects within your Portfolio.
Why not use tags in Asana? Simply because they aren’t supported in Dashboards and custom fields are way better to standardize and maintain.