Portfolio Templates

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21

Templates for portfolios

2 Likes
22

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
23

Templated for repeated portfolio would be a game change for workflow and time :slight_smile:

6 Likes
24

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
25

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 isnā€™t 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 ā€œGo 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 donā€™t have to go about setting all these up each and every time, for multiple different strategies annually.

6 Likes
26

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 Iā€™ve been on has had to hack it (Portfolio = Pillars, Projects = Team, Task = Projects, Sub-Tasks = Tasks)

1 Like
27

Any updates? I have several instances where this would be extremely helpful for my enterprise.

1 Like
28

Pretty please? Templates and Bundles for Portfolios would be great!

2 Likes
29

Any updates on this? This feature would be super helpful!

30

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!

1 Like
31

Welcome, @Uttkarsh_Kumar_Singh,

Iā€™ve 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

2 Likes
32

Done @lpb

2 Likes
33

This would be a great feature for onboarding new ā€˜clientsā€™ who each use the same set of projects. Right now Iā€™m making new portfolios manually with the same set of project templates every other month. Please add this!!

2 Likes
34

i also voted for it! its open since 2021. It cant be so hard to implement basic features of folder/portfolio templates.