Workflow rule to automatically add projects to a portfolio?


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.