Are there any plans to add Rules to Projects or Portfolios? We use Portfolio view to do multi-level reviews of our ongoing projects, and we have a few processes that are tied to our status changes on a project level (At Risk and Off Track trigger a Project Manager to Client communication for exampl…

Thanks for sharing this feedback @JoshFinch ! I don’t believe this is in our near term plans, but I can definitely see how useful it would be to some of you! I’ve made a note of your feedback to our Product Team and I’ll be sure to keep you posted via this thread as soon as I have an update!

My institution would also like rules that move projects into particular portfolio based on the project’s field values. For example, we’d like newly created projects to move into a portfolio of work based on the owner, such as “FY24 Carolyn”. We’d also like “completed” status projects to move into …

Rules in portfolios would be awesome :unicorn:

Rules in portfolios would be REALLY helpful!

I would like to bring that back to discussion, rules in portfolios will be very helpful for us and will avoid a lot of manual work

Please +1 to this feature request in order to have all votes in 1 place [image] Rules for Portfolios or Projects Product Feedback Are there any plans to add Rules to Projects or Portfolios? We use Portfolio view to do multi-level reviews of our ongoing projects, and we ha…

Rules in portfolios would be AMAZING! We use portfolios to track our incoming quotes. We have to manually remember to set due dates. A rule for due dates on projects added to the portfolio would be so helpful

Any idea on the timeline of introducing rules in portfolios?

Please add Rules to Portfolios! To be honest, Asana has their priorities somewhat upside down and I don’t mean that in an insulting way. The major weakness my company has suffered from in Asana is that the higher-level options (Portfolios, Teams, Projects) are LESS useful than their lower-level op…

Asana tackled the “bottom of the pyramid” right away with tasks and projects. We now see them slowly going up the pyramid with more and more on portfolios and goals. I am hopeful this could be coming :pray:

Yes! We’re trying to move from Trello to Asana but our biggest hangup is that Asana tells you what should be happening, not what is actually happening. For instance: If I have a deadline for a task, but my project is still with client for review, I can’t identify that at the project level so it loo…

Rules for Portfolios or Projects

English Forum Product Feedback Features Launched

Vanessa_N 10 October 2024 09:31 60

Hi everyone, thank you so much for sharing your feedback. I’m delighted to inform you that we’ve just launched rules in portfolios!

For more information, please check this announcement.

2 Likes

Topic		Replies	Views
Automation for adding projects to Portfolio Features Launched launched	54	7313	24 July 2025
Automatically add projects to Portfolios from project template based on criteria Product Feedback rules , portfolios	44	11378	2 December 2025
Grants Management Portfolio Rule Idea and Current Issue Asana In Practice projects	1	105	31 July 2025
Automatically create project tasks based on portfolio rules Product Feedback tasks , rules , portfolios	3	184	22 January 2026
Now rolling out to Asana users — Rules Product Launches	67	22419	10 July 2020

Rules for Portfolios or Projects

Related topics