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How to create a portfolio

In this video, we will show you how to create a portfolio in Asana, giving you a holistic view of all your important projects in one place.

Key steps covered:

  • How to create a portfolio
  • Adding projects to a portfolio

Why use portfolios in Asana?

  • Centralize project management for better oversight
  • Easily track progress and performance across multiple projects
  • Streamline updates and maintain consistency across your team

Learn more about portfolios:

 

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8 videos

1
Portfolio management2:46
2
Get a visual snapshot of team capacity in Asana.
Manage workload3:00
3
How to use the custom field library1:44
4
How to set a progress source for your goals2:21
5
How to choose a custom field type1:58
6
How to create project dashboards1:28
7
How to create a goal2:30
8
How to use goals strategy map1:35
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How to Create Portfolios in Asana