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!
Templated for repeated portfolio would be a game change for workflow and time
Even just the ability to duplicate a portfolio would be great here! Would love to know if any updates are in the pipeline here?
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.
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)
Any updates? I have several instances where this would be extremely helpful for my enterprise.
Pretty please? Templates and Bundles for Portfolios would be great!
Any updates on this? This feature would be super helpful!
Hi Team,
It would be super helpful if there was a way to create portfolio level templates. I have a portfolio which has rules and nested portfolios and projects under it. I have to replicate nested portfolio creation for every other brand that we onboard leading to a lot of manual repetitive work and time.
If there was a way to create templates for portfolio that would save a lot of time and manual work.
P.S. If there is a tip or alternative for this currently, would really appreciate that as well.
Thanks!
Welcome, @Uttkarsh_Kumar_Singh,
Iāve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the Vote button.
Thanks,
Larry
Done @lpb
This would be a great feature for onboarding new āclientsā who each use the same set of projects. Right now Iām making new portfolios manually with the same set of project templates every other month. Please add this!!
i also voted for it! its open since 2021. It cant be so hard to implement basic features of folder/portfolio templates.