Templates for portfolios
I would like to add what would be a critical feature of Portfolio Templates for our team!
In the Portfolio Template, tasks should be able to be multi-homed within the different project templates in the portfolio. That way tasks that need cross-project visibility are already in all the places they need to be when you create a new Portfolio of projects from the Portfolio Template!
4 Likes
Templated for repeated portfolio would be a game change for workflow and time 
6 Likes
Even just the ability to duplicate a portfolio would be great here! Would love to know if any updates are in the pipeline here?
6 Likes
Hi there, I would really love to have an update on this. Right now, if you have a TEMPLATE for a single project, tasks within that project template can remain linked to other live projects. This isnāt helpful for developing Concept - Launch strategies for new products or campaigns each year. The scenerio at the top is what we go through each year. We have our āGo To Marketā strategies which start with a concept project, move into a development phase, and then into a launch phase. These happen yearly and it would be great if all the flows, dependencies, cross project task links could be incorporated into a portfolio template so that we donāt have to go about setting all these up each and every time, for multiple different strategies annually.
6 Likes
Yes. Still waiting for this.
Basically need the ability to create Portfolio Templates AND have ALL the same functionality you do on a Project-> Task level. (Multi-select + mass change projects, Portfolio Rules, GANTT charting, etcā¦) This would allow us to use Asana as Asana wants to be used instead of the way nearly every team Iāve been on has had to hack it (Portfolio = Pillars, Projects = Team, Task = Projects, Sub-Tasks = Tasks)
1 Like
Any updates? I have several instances where this would be extremely helpful for my enterprise.
1 Like
Pretty please? Templates and Bundles for Portfolios would be great!
2 Likes