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How to use portfolio workload

Discover how to use portfolio workload in Asana to track your team’s capacity and manage tasks effectively across projects. Learn to customize workload views and ensure optimal resource allocation.

Key steps covered:

  • Navigating to the portfolio Workload tab
  • Adjusting zoom levels and viewing capacity over time
  • Displaying effort by tasks or estimated time
  • Color-coding tasks using shared custom fields
  • Filtering the workload view by people, projects, and more

Why use portfolio workload in Asana?

  • Gain a clear overview of team capacity
  • Optimize resource allocation across projects
  • Customize workload displays to fit your team’s needs

Learn more about portfolio workload:

 

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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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Optimize Team Resources with Portfolio Workload in Asana