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Monitor initiatives and track work with portfolios and dashboards
Portfolios help you monitor multiple projects and initiatives in one centralized location and dashboards help you visualize trends and spot risks fast—at the project level or across many projects. Whether you're managing cross-functional product launches, quarterly business reviews, or strategic programs, together they give you the visibility you need to keep everything on track.
Related articles
What are portfolios?
Portfolios are collections of related projects that help you monitor the health of key initiatives at a glance. Think of them as your bird's-eye view across multiple projects, showing what's on track and what needs attention so you can quickly drill down when projects require your focus.
How to use portfolios
Portfolios are the best way to organize, monitor, and report on multiple projects in one place. They can help you answer questions like:
- Which projects are at risk or on track and why?
- When are projects kicking off or completing?
- How is work balanced across teammates and/or projects?
- What are the top priorities for my team?
- Where do I need to focus my attention most?
Examples of how to use portfolios
Portfolios are ideal for project managers and team leads, but anyone can use them in a variety of ways. Here are some examples to get you started:
| Role | Example |
| Product managers | Track product launches or gauge product manager bandwidth or engineer coverage for each launch |
| Executives/leaders | Monitor top projects towards achieving team or company OKRs and export PNGs of progress to use in presentations |
| Managers and agile scrum masters | Track sprint work in one portfolio and use workload to balance allocations and set agile work points |
| Event planners | Manage multiple events and see them on a timeline, while using dashboard to check in on high-priority milestones |
| Creative directors or producers | Get a pulse across major projects and use dashboard to report on progress to cross-functional partners, or make a case for more resourcing |
| Campaign managers | Track active campaigns and manage team bandwidth across all campaign pieces with Workload |
| Customer success managers | Keep active client accounts in one place, and gauge their health across status updates |
| IT managers | See all active software deployments or considerations and see implementation schedules on timeline |
Note
Want a template for any of the projects above? Check out our templates gallery to get up and running in a few clicks.
Tracking and communicating progress
Tracking progress
The main portfolio view displays all your projects in a customizable list format. Here you can:
- See project status at a glance: Color-coded status indicators (on track, at risk, off track, on hold) show project health instantly
- Track progress: View task completion percentages or milestone progress for each project
- Monitor timelines: See project due dates and identify potential scheduling conflicts
- Identify project owners: Know who's responsible for each initiative
- Add custom fields: Track budget, priority, team size, or any project-level data important to your organization
Portfolio dashboards
The dashboard tab of your portfolio allows you to view your team’s progress using charts. Portfolio charts automatically populate when you click on the dashboard tab; these charts are pre-set to get you started but can be customized as needed. Dashboards are automatically updated every time you click on the tab or reload the page, ensuring you always view the most up-to-date information.
You can add new charts to your dashboard by following the steps outlined here.
Workload view
The workload view shows team capacity across all projects in your portfolio. Use this to:
- Monitor team bandwidth: See who's overloaded and who has capacity
- Redistribute work: Drag and drop tasks between team members to balance workloads
- Plan future work: Understand team availability for upcoming projects
- Prevent burnout: Identify when team members are approaching capacity limits
Track work with dashboards
Dashboards turn your Asana data into charts and metrics so you can see progress, workload, and blockers at a glance. Build dashboards inside a single project, portfolios, or from the Reporting area to combine data from many projects.
Project dashboards
- Open a project and go to the Dashboard tab.
- Select Add widget, choose a chart style, and configure your axes.
- Use filters (e.g., assignee, status, custom fields, date ranges) to focus your view; save when ready.
Creating universal dashboards
Add charts that pull from one or many projects, then refine with filters (assignee, custom fields, subtasks, and more). Share your dashboard with teammates or copy a share link to keep stakeholders aligned.
To create a universal reporting dashboard:
- Navigate to the sidebar and open the Insights drop-down
- Click Reporting
- Select + Add dashboard
Use dashboards alongside portfolios
When you’re rolling up many initiatives, pair Portfolios with dashboards to communicate status and surface trends. Portfolio views include progress and dashboard reporting, so you can visualize health across the projects in a portfolio.
Want to learn more? Check out all the features of Asana Resource Management.