As a follow-up to this request (for “completed” status on portfolios, not yet considered for development):
Could the kind developers of Asana add a new Complete option to Portfolios that can also cascade down to Projects, Tasks and Subtasks and also marks them as completed too or whatever status the Portfolio is marked as if the Project, Task and Subtask is currently in To do or in progress for example.
Welcome to the forum, @Simon_Filmer! Just to confirm your ask, you want an automation that when you mark a portfolio complete, it auto-completes every project/sub-portfolio contained inside, then every task inside each of those, etc.?
Hi Stephen, yes, as far as I can see, a Portfolio currently has four statuses, but nothing that allows for it to be set a complete (or even abandoned), so Asana keeps sending out alerts to update the portfolio. And by definition, if the portfolio is complete/abandoned, any open Projects/Tasks and subtasks, that have not already been marked as complete would have its status updated to match (hope that makes sense).
@Simon_Filmer - understood, thanks for clarifying. There’s an existing feedback request for the first part of that (complete status for portfolios); consider giving that a vote:
I think the second half of your request makes this slightly more expansive than that topic, so I won’t merge it, but would you mind if I retitled the OP to call out the auto-complete request?
In the meantime, have you tried archiving the portfolios? I think that will stop the update requests.
Hi Stephen, I’ve upvoted the original post, I did look for a previous post but couldn’t find one, thank you for pointing it out.
Feel free to rename the OP to make it make more sense, I don’t know if there is a way of linking the two posts to point to each other?
I archived the project, but because (at the time) some tasks were still open, I still received a notification about updating them, admittedly, it was one Portfolio, one Project, multiple tasks, so it was kind of simplistic, not sure how things would work in a many to one, or many to many relationship.