📣 Upcoming webinar: Portfolio Rules Product Launch Deep Dive on Oct 2

[LoMo]

A highly requested feature is launching soon in Asana - Portfolio Rules! Join us for a virtual product deep-dive, and learn more about this feature and launch.

In this 30-minute session, we’ll cover:

• What Rules are available in Portfolios, and what they allow you to achieve
• Discuss top use cases that will work for most portfolios
• Your questions!

Can’t make it live? Register anyway and we’ll send the recording straight to your inbox. We’ll also post a recap with the recording on this Forum thread.

Date: Wednesday, October 2, 2024

Time: 9am PT / 12pm ET / 5pm BST

Register here

[Matt5]

I’m unable to register. I keep getting a “something went wrong please try again” error.

I’m on a mobile device, I’ll try on the PC when I’m back at the office

[Amy_Gray6]

I am unable to make the upcoming webinar on this Wednesday, October 2, 2024. When will be your next one?

[Emily_Roman]

Hi everyone! Apologies for the delay here, if you couldn’t attend this event you can find the recording in this post:

Save time and manage portfolio workflows at scale with portfolio rules

Hi everyone, 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…

Feel free to share your questions or feedback in the announcement