Read only links for Portfolios

Community Forum English Product Feedback
1

We are moving to Asana to have a better group view on the project portfolio of each individual company.

Our IT managers are maintaining their project portfolio and it would be nice to able to export the portfolio in kind of PDF format, so it can be pasted in PowerPoint presentations to management or on the digital workplace environment to inform our end users.

When you export a portfolio to Excel CSV format, you still have lot of work to make it presentable.

Now the workarround is to make several screenshots and paste these in the PowerPoint.

2 Likes
2

Hi @Ronny_Lion, thanks for taking the time to provide this feedback!

I recommend taking a look at Portfolio read-only links:

You might find this achieves what youā€™re looking for! :slight_smile:

3

Where is the read only link in portfolios? I do not see this in any of my instances or my clients.

That link is to a feature that is 50% rolled out and looks to be paused.

1 Like
4

I believe @Rebecca_McGrath was talking about project links, not portfolios :thinking:

5

@Bastien_Siebman is correct, apologies for this @Getz_Pro and @Ronny_Lion! :woman_facepalming:t2:

Iā€™ve gone ahead and moved your thread to the #productfeedback category to give other user the opportunity to vote for read-only portfolios links!

6

Ok, projects then. Still donā€™t have this. Has this stalled?

7

Hi @Ronny_Lion :wave:t3:

I agree, the export options for portfolio data are lacking. I have to present project status to stakeholders outside of Asana often. The easiest option Iā€™ve found is to create a dashboard, within the reporting function. (FYI only available in premium or higher).

You can create custom charts, based on specific fields and filters. Portfolios can be selected as a filter, and you can extract overview data from there (ie: assignee, due date, etc.). Then you can download an image of the chart and pop that into a presentation slide.

I hope this is helpfulā€¦ good luck!

Brandi

image
image727Ɨ492 50.9 KB

3 Likes
8

@Brandi_White
Many thanks for your feedback
I will have to start exploring reports :sweat_smile:
Regards
Ronny

2 Likes
9

Itā€™s been over a year and you still canā€™t share a read-only link to a Portfolio - what a bummer! We need to be able to share Portfolio views of a selection of projects as opposed to one project at a time.

10

It would be super helpful, if we could share a Portlios to a external people who are not part of our company. In Projects we have public read only links to give access to projects. The same function would be interesting for Portfolios

1 Like
11

Welcome to the Asana Community Forum @Benni_Amann :wave:
Thank you for sharing your feedback! I have merged your post into an existing product feedback thread. Donā€˜t forget to leave your vote at the top.

12

Echoing whatā€™s been said many times here - a public read only link to Portfolios would be hugely helpful in keeping external stakeholders up to date with projects; much more helpful than project read only access. It doesnā€™t make sense to consider additional licenses for these external stakeholders and is a reason to push us to another tool.

2 Likes
13

Also agreeing with this. I can make an amazing report through Asana on our teamā€™s status with projects - yet I canā€™t share that report with people who arenā€™t/should not be a full-blown member of Asana.

14

I am not entirely sure if Asanaā€™s goal is to make it easier for people not be in Asana. They would kinda shoot themselves in the footā€¦ Thatā€™s only my personal opinion of course :slight_smile: