Asana Portfolios

Have you ever thought, “Wow, there are so many Asana projects! I’d love to group all the projects related to my ministry instead of scrolling so far down the dashboard!” Well this is the tool for you. Thanks to Asana Portfolios™, you can organize all the tasks and projects into neat groups!

 Fig. 1 - Portfolios tab on screen

Fig. 1 - Portfolios tab on screen

Where is this in Asana? At the top, on the left side of your screen (see fig. 1). Here, you are able to see other portfolios, as well as create your own with projects you want to see (maybe you want to organize by month or importance, etc.). Each portfolio allows you to see a group of projects at a glance, as well as see what are most important and how close certain projects are to finishing.

 Fig. 2 - Portfolios landing page

Fig. 2 - Portfolios landing page

I have taken the liberty of creating a set of portfolios based on ministry projects. Click the links below to see them and add them to your Asana:

 Fig 3 - Detailed look at a particular portfolio

Fig 3 - Detailed look at a particular portfolio

There are some really cool things you can do after you create portfolios! These tools can be used for streamlining information and keeping an eye on the progress of projects.

Status

The “Status” tab gives you a quick glance at tracking projects. This is especially helpful for events and campaigns that either have a lot of moving parts or last over several months. Basically, you can ask for the project leader to give a “status update” every week (or so), where they write a short description of where the project is and mark “on track,” “at risk,” or “off track”.

 Fig. 4 - Status update

Fig. 4 - Status update

Progress

The “Progress” tab is a little more involved but great at seeing where you are in a project. As seen in fig. 4, this shows how many tasks are incomplete or overdue, as well as a timeline of how fast tasks are being completed. From here you can see what tasks need to be com

 Fig. 5 - Progress section

Fig. 5 - Progress section

There are plenty of other useful, neat aspects of the Portfolios feature in Asana, so play around with it and find what works best for you!

Learn more here!