I agree that we REALLY need “smart portfolios.” Here are some reasons I would love this feature:
Save steps in the intake process to add each project to multiple portfolios.
Ensure that no project is missed due to human error (we use our ‘ALL’ portfolio, which is updated manually, for our weekly meeting; if something isn’t in the portfolio, we’ll miss it.)
Allow us to look back on past projects for a particular year/partner by making a portfolio at any time that will collect all projects containing a certain search term or tag, without having to track down dozens of projects.
Allow us to generate many more specific portfolios instead of just the ones we have time to create.
Surely this can become automatic.
Bonus requests:
It would be great if the dropdown menu, for adding projects, would exclude projects already in the portfolio.
I also wish I could add to portfolio from the project view, rather than having to exit and open a portfolio.
At MINIMUM we need the ability to have a portfolio that defaults to ALL PROJECTS, and every project created is auto-included.
To make Asana most functional, we also need SMART portfolios, where I can create one based on any field or custom field… i.e. a SOCIAL MEDIA CALENDAR portfolio that is smart, to include all projects with TYPE = SOCIAL. Or an trade shows & events calendar portfolio that auto-adds any project with TYPE = EVENTS.
This is a massive shortcoming. As we’re evaluating moving to Asana from a competitor, this his my hang-up that’s keeping me from being confident in making the switch.
Yes! This would be a really useful feature that would allow me to have a more “overview” look at everything without having to manually add it each time.
We need this too! We have a number of projects that we’re managing through Asana, but as a developer I want to see a complete picture of my workload. Currently when a new project is created by a project manager, I have to add it to my portfolio so I can see that projects tasks on my team members workload. Really need a portfolio that shows all projects by default.
Just released a tool to help you. it is called Global Workload and will add every single project to a portfolio of your choosing then you can use Workload to get an overview of the entire organization.
Thanks for developing this! It’s great to add all of our projects, but still wish Asana would integrate this functionality so I don’t have to remember to add each project or use this tool every time I make a new project. Either way, thanks for sharing this!
I would really like to see this as well. It seems like a huge hassle, when my organization is already structured as teams, to have to manually add every new project into the corresponding portfolio.
I’ve just come back here and found this post after a frustrating day of trying to ensure all my portfolios have the correct projects in them. I had to open 2 browsers side-by-side and compare the unsorted list of projects under the Teams, with the name-sorted list in Portfolios.
Why? Because the Add Work feature of Portfolios is clumsy and I need to print a sorted list of projects for a meeting. I really don’t understand why Asana makes Portfolio’s a manual grouping of projects anyway. Surely we all want to see projects under Teams but you also can’t report Workload on a Team, only a Portfolio. Who on earth made that design decision and why?
I look forward to testing out the tool mentioned here.
+1 to Smart Portfolios. We’re adding new projects for clients all the time and we just need to be able to see high level by default without having to micro manage it.