Hi, everyone! I’d love to hear examples of how portfolios are being used to help manage your work. I’ve been a daily Asana user for almost two years and portfolios is one of the areas that has left me stumped.
How we’re using them currently is we have one global portfolio (to which we add every single project) and then we monitor employees’ bandwidth by reviewing the Workload tab on a weekly basis with team leads. This has been undeniably helpful! And it’s the main reason why I’d love to see what other advantages portfolios bring to the table.
Outside of our global portfolio, we have a few team-specific portfolios, but similar to the example above, really our only use case is hopping over to the Workload tab to gauge how many hours per week each employee is currently resourced (to ensure no one is expected to work over 40 hours or possibly miss a deadline due to too many tasks/ deliverables to focus on in one week).
What are some ways portfolios have changed the game for y’all? Thanks in advance for all the tips and tricks!