Quick summary
Asana Portfolios let you group projects in one place so teams can track progress and share work across the organization. This interactive walkthrough shows you how to create a Portfolio from the dashboard, name it, and start adding projects or teammates.
Steps
- On your dashboard, go to 'Create'.
- Select 'Portfolio' from the create menu.
- Name your Portfolio to identify it.
- Click 'Continue' to proceed to the next setup step.
- Choose between 'Start adding Projects' or 'Share with teammates' to set up your portfolio.
- Click 'Go to portfolio' to open your new portfolio.
- You can now add tasks or projects and store them in your portfolio.
