Hi,
I am using Asana for customer onboarding. I have created a portfolio called ‘Customer Onboarding Projects’ to track, group, and house onboarding projects. Right now, I am manually adding projects to the portfolio, but am hoping there’s a way to create a workflow rule or automation of some kind where I can set a criteria that automatically adds projects to this portfolio.
Any point in the right direction would be immensely helpful. Thanks!
It does not exist within Asana. You could have a look at automation outside of Asana though, like Zapier.
Perhaps consider upvoting this feedback request:
Alas Zapier doesn’t know anything about Portfolios.
Bumping this request - I just upgraded to an account with Portfolios enabled; the primary place I see it being useful is to track tasks across multiple projects. Having projects automatically added to a Portfolio would drastically increase the usability of this tool, especially as it relates to Workflow!
I do have a solution, in the form of a script that runs automatically and adds projects to portfolios based on various criteria.
Hi what kind of script do you use to auto add a project I’d be curious if I could implement the same?
nodeJS script ran with a scheduler, using the Personal Access Token of an account with access to the portfolios and projects.
This is a critical problem because I need to be able to use zapier when something in specific portfolios happens. Otherwise I’ll have thousands of zaps off of hundreds of wrong projects…
I reached out 
if anyone is interested, simply submit Loading... - Form by Asana to let me know what you need so I can evaluate.