How To Use Portfolios In Asana

How To Use Portfolios In Asana

1. Log In to Asana: Access your Asana account.
2. Create a Portfolio: Click on the "Portfolios" tab and select "Create Portfolio."
3. Name Your Portfolio: Give your portfolio a clear and descriptive name.
4. Add Projects: Include relevant projects by selecting them from your workspace.
5. Set Goals: Define specific goals for your portfolio to track progress.
6. Customize Views: Choose how you want to visualize your portfolio (list, board, etc.).
7. Monitor Progress: Regularly check the status of projects within your portfolio.
8. Share with Team: Invite team members to collaborate and view the portfolio.
9. Update Regularly: Keep your portfolio updated with the latest project information.
10. Review and Adjust: Periodically review goals and make necessary adjustments.