Today I’m excited to announce we are introducing rules for portfolios!
With portfolio rules, you can update statuses, fields, dates, move items within portfolios, and more—all based on specific triggers you define. These are the new triggers, conditions and actions available in portfolios below:
Triggers
Conditions
Actions
Work is added to this portfolio
Status is
Move or add to a portfolio
Work is removed from this portfolio
Due date is
Get status reminder
Status is changed
Owner is
Add or remove members
Custom field is changed
Start date is
Remove work from this portfolio
Due date is changed
Custom field is
Change owner to
Due date is approaching
Change due date to
Work is overdue
Set name to
Owner is changed
Change custom field to
Some example use cases include the ability to:
Automate repetitive tasks and keep your portfolio updated effortlessly
Ensure that all projects within your portfolio adhere to the same standards and procedures
Gain more control with automated actions based on specific triggers
Check out more details in the recording from our recent Product Launch deep dive to explore this feature further!
Let us know if you have any questions or feedback in the comments below!
Hi @Comm_Projects, this is currently not possible but I’ll make sure to share it with our product team so it can be considered in future updates! Thanks for your feedback!
Hi @RD_Creative , portfolio rules are fully launched but just for the new/current Asana plans (Advanced & Enterprise), not for legacy Business or Enterprise.
Since you are not seeing this feature, you may want to get in touch with Asana Sales or your Asana Admin to change your legacy plan to a new plan.
Hi @Richard_Sather – Thanks for the answer. But that doesn’t solve this. We are on the Advanced plan, not a legacy plan. And I still don’t see ‘Rules’ in my Portfolio’s ‘Customize’ sidebar. Hmm.
Hi @Emily_Roman I have a rule to create a project when a form is filled out. Is there a way to set a rul that the created project is also added to a portfolio?
This is super useful feature for my team. We’ve had to do a lot of manual adding to portfolios because this feature didn’t exist. Well done!
However, there is one issue we’ve found. Any rule running on a portfolio only seems to apply to projects that the individual who made the rule has access to. In other words, if I created the rule, but am not a member of a project that is created via workflow, then the rule doesn’t run, and the project doesn’t get added to the portfolio.
I can see how either mechanism could be more desirable - so it would be nice to be able to choose an option.