CAPABILITIES
Company Type
How to filter and sort in portfolios
Key steps covered:
- Navigating to a portfolio and identifying key elements.
- Applying filters, such as filtering by owner or specific details.
- Sorting by status or other criteria to organize information.
- Saving the customized view for future visits.
Why filter and sort in portfolios?
- Quickly find and focus on the most relevant portfolio data.
- Organize tasks to align with your workflow or reporting needs.
- Save time with reusable, customized views.
Learn more about filtering and sorting in portfolios:
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Projects
15 videos
1
How to create a project2:12
2
How to create custom fields in projects1:57
3
How to create and use sections1:38
4
How to update your project status1:49
5
How to manage project privacy2:32
6
How to import CSV files into Asana1:35
7
How to save views as new tabs1:28
8
How to filter and sort in projects1:44
9
How to use the project overview tab2:11
10
How to save an existing project as a template1:42
11
How to color-code in timeline and calendar1:40
12
How to browse for project templates1:08
13
How to edit project details2:12
14
How to share a project0:49
