Portfolios are available to all Business and Enterprise customers

Portfolios help you keep track of projects across your team, or even across your whole Organization. Portfolios let you categorize Asana projects, see & request status updates, and organize projects based on priority, burn-down, or even custom fields you create.

Portfolios sidebar

You can access your Portfolios from the sidebar.

Create a Portfolio

Create Portfolio 1

To create a Portfolio:

Tap the + button to name & create a new portfolio

Add Projects to a Portfolio

Once you’ve created a Portfolio, you can add a project or multiple projects at once.

Add projects

Tap the + icon from the Portfolio view

Add projects 2

From the Add Project screen:

  1. Enter the name of the project(s) you would like to add
  2. Once the project(s) has been added, tap Save

Portfolio Overview

Once you’ve created a portfolio and added a few projects, you can keep track of their health in one place.

Portfolio Overview

From the Portfolio view, you can:

  1. View each project’s latest status
  2. View each project’s progress as a percentage
  3. View each project’s due date or date range
  4. View the team each project belongs to
  5. View the owner of each project
  6. Add more projects to the Portfolio

View Portfolio custom fields

If you have added custom fields to your Portfolio using the web-version of Asana, you can view any values that were entered directly from the Portfolio overview.

Portfolios custom fields

To view custom field values from the Portfolio overview:

  1. Swipe across the header line to view the custom field values for each project

It’s currently only possible to add custom fields to a Portfolio using the web version of Asana.

Project Overview

You can access an individual project’s view to get a complete high level picture of the health of the project by tapping on any project within your Portfolio.

Project overviews are available in both the basic and paid versions of Asana

Portfolio Overview

From the project view, you can:

  1. Access the settings to edit, archive or delete a project
  2. View the project’s owner, custom fields, due date/date range and description
  3. View and add project Members
  4. View a project’s progress & task completion status
  5. View a project’s latest status update or request an update

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