Hi there - I’m trying to get a portfolio level view that contains all tasks associated to all projects contained in the portfolio into gsheets; however, when I export the portfolio to gsheets, I only get rolled up, high-level info. I want all the details of all the projects in the portfolio export.
Gsheets is not an export option on the project level, this seems like a huge gap. Am I missing something? Any help would be appreciated
Portfolios deal with projects at the project level, not the task level, so you can’t expect task-level info there.
Search results view does offer Search view action menu > Export > Sync to Google Sheets but you may need to request this of Support in order to activate it for your account. (Search the forum here for more info on this.) That will allow you to do the sync at the task level. Warning: it truncates at 2000 tasks.
@Phil_Seeman@lpb, this is a sunset feature in Asana. While still functional, syncing projects to Google Sheets is an unsupported feature, this means we cannot help with deep troubleshooting issues. For this reason, we recommend exporting to CSV and then converting the file.