The best way to go through many projects in different teams and add them to portfolios?

Hi Everyone :slight_smile:

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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Thanks @Bastien_Siebman.