Hi Everyone 
I have multiple teams each with lots of projects. I’d like to go through these teams/projects and add the projects to various portfolios.
What’s the best way to do this efficiently? At the moment I’m going Team → Project → Overview → Add to portfolio → return to Team → repeat
…but it’s a lot of clicks.
I thought about doing a search for projects and trying to do it from there, but the returned list isn’t a more efficient starting point.
I tried starting from the portfolios, but then you have to remember all the projects’ names and it doesn’t save time when you want to add a project to more than one portfolio.
Can anyone think of a faster workflow?
Cheers!
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One way could be to use my tool iDO Tools - Improve Asana with our tools and automations to add all projects to a master portfolio, and then use a dropdown with rules in that portfolio to route your projects to different other portfolios
Thanks @Bastien_Siebman - I’ve checked out your product before and really do like the look of it! I’m trying to condense tool use though and keep things as native as possible these days - the tech sprawl/spend was getting out of hand.
My tool would be used once, and then you can rely on other native solutions
Useful to know! And appreciate there’s a one week free token for advanced features. Does the tool actually do what I need though? I have:
Team A: Project 1, Project 2, Project 3
Team B: Project 4, Project 5, Project 6
Team C: Project 7, Project 8, Project 9
I want the projects distributed to Portfolios as:
Portfolio X: Projects 1,5, & 9
Portfolio Y: Projects 2, 4, & 7
Portfolio Z: Projects 3, 6, & 8
It isn’t all the projects from one team into one portfolio, or all org. projects into one portfolio.
My tool would give you a way to quickly have all projects in a portfolio, so you can use a dropdown and rules to route projects to the right portfolio (instead of opening projects one by one and adding to a portfolio you search for)
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