Portfolios - Best Practices & Use Cases

Hi everyone and welcome to a new “Asana in Practice” post!

In this video, I take a look at best practices & use cases for Portfolios.

  1. Are you tired of constant status update meetings, just to monitor which work has already been completed and to discuss what is still blocking you and your project team?
  2. Do you sometimes feel overwhelmed with all the work happening around you and appear to be looking for a high level overview of your projects to identify risks?
  3. Or do you simply want to keep your stakeholders updated so everyone can see the progress and status of your important initiatives?

Then you should look into setting up Portfolios within your organization, as they are the best way to organize, monitor, and report on multiple projects in one place. Check out the video to learn more about different use cases:

Here are some additional resources on Portfolios in Asana which might be helpful:

  1. How to get started with Asana Portfolios
  2. Monitor initiatives and manage resources
  3. Asana Workload - Manage Team Capacity and Rebalance Work

It would be super interesting to see which other use cases for portfolios you and your team have implemented or if there is a specific use case which was helpful for you!

We are looking forward to hearing from you in the comment section below!

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