Thanks for making this vid. I noticed you manually type in the client name for each project. Is there a way for it to automatically link data from sections in the projects similar to excel with a master sheet? Assuming all the projects are uniform created off the same template.
Hi thank you for that video ! do you know if it's possible on Asana to get 1 business account (to access Portfolio features) for the project manager and other Premiums accounts for the teammembers ?
I've watched video of asana for portfolio which is incredible to manage the asinged task in time period and track the over due project in one go. Simply wow wow!!!!! I must say.
Thanks Paul. Do you know if there's a way of pinning a project to the top of each user - e.g. we have a 'project' called Annual Leave that would be useful if could always show at the top. Unless you can recommend a better way of showing time off!
Thank you Paul! Why is the portfolio not bringing up my custom fields from my projects as I've created them all using a custom template? Such a bother to have to go and create the custom fields again in the portfolio and then have to manually update them for each project instead of having them pop in from the projects. Seems like Asana is missing something here. 🤷♂
Very informative, thanks a lot. I'm definitely mentioning the workload capacity view in my presentation to my colleagues in attempt to implement Asana to the company I work for.
Hi Paul, I wondered if the workload tab shows the workload for subtasks and tasks? Or is it the same as the Projects and only shows the tasks? Thanks!!
@@minor-co Hi Paul, can you explain how to do that? I'm using the Portfolio for a while now but couldn't find a way to export the Portfolio into CSV. Thanks a million
When you become a collaborator on a task down at the bottom, you will be notified if the date changes. Also, changes are recorded in the small grey text which is the task changelog.
Thanks Paul .. very helpful. Question .. can you create an over-arching portfolio for all other portfolios to be pulled into one eg. Departmental portfolios are pulled/linked into The Organisation portfolio - to provide the CEO with a snap shot of activity?
Is there a way to automatically populate a portfolio with ALL the Asana projects in our group? How many projects would be too many to be really useful to include in a portfolio?
I believe if you use a template and add this to the portfolio then that would work when you set up a new project from the template. I don't think there's a set number but portfolios can handle quite a lot.
For premium users, do you recommend the project-level progress tab as the best place to get a bigger picture view? Or are there other ways premium users can achieve a somewhat similar big-picture view without portfolios?
![BLACK BAG - Official Trailer [HD] - Only in Theaters March 14](http://i.ytimg.com/vi/Du0Xp8WX_7I/mqdefault.jpg)
This is great! Thank you for sharing. Do you have a video that shows the portfolio in timeline view?
Thanks! You can simply click the Timeline tab at the top of the Portfolio.
Thanks for making this vid. I noticed you manually type in the client name for each project. Is there a way for it to automatically link data from sections in the projects similar to excel with a master sheet? Assuming all the projects are uniform created off the same template.
Possibly. This might be something you can do with Zapier. Feel free to reach out to us if we can help: minorco.com/contact/
Hi thank you for that video !
do you know if it's possible on Asana to get 1 business account (to access Portfolio features) for the project manager and other Premiums accounts for the teammembers ?
Yes, you could do this by upgrading individual teams to the different plans.
Hi @paul minors! Is there an updated version of this video with the new portoflios features?
Not yet, I'll see what I can do.
I've watched video of asana for portfolio which is incredible to manage the asinged task in time period and track the over due project in one go. Simply wow wow!!!!! I must say.
Great to hear Annie!
Thanks Paul. Do you know if there's a way of pinning a project to the top of each user - e.g. we have a 'project' called Annual Leave that would be useful if could always show at the top. Unless you can recommend a better way of showing time off!
I'm afraid not. I'd suggest everyone add it to their favourites instead.
Thank you Paul! Why is the portfolio not bringing up my custom fields from my projects as I've created them all using a custom template? Such a bother to have to go and create the custom fields again in the portfolio and then have to manually update them for each project instead of having them pop in from the projects. Seems like Asana is missing something here. 🤷♂
That sounds a little odd. Normally when the project is created and added to the portfolio, the project should just inherit the custom fields.
Very informative, thanks a lot. I'm definitely mentioning the workload capacity view in my presentation to my colleagues in attempt to implement Asana to the company I work for.
Glad the video was useful!
Hi Paul, I wondered if the workload tab shows the workload for subtasks and tasks? Or is it the same as the Projects and only shows the tasks? Thanks!!
Only tasks at this point in time.
Thank you for this video! Is there a way to see all tasks across multiple projects in one dashboard?
Yes, you multi-home all these tasks into a master project by adding them to a second project
to create a global view.
Are you able to export a portfolio update to excel?
Yes, you can export a CSV containing the portfolio data.
@@minor-co Hi Paul, can you explain how to do that? I'm using the Portfolio for a while now but couldn't find a way to export the Portfolio into CSV. Thanks a million
Is there a method to track changes to due dates? I want to monitor a portfolio of projects and flag changes to key milestones.
When you become a collaborator on a task down at the bottom, you will be notified if the date changes. Also, changes are recorded in the small grey text which is the task changelog.
Thanks Paul .. very helpful. Question .. can you create an over-arching portfolio for all other portfolios to be pulled into one eg. Departmental portfolios are pulled/linked into The Organisation portfolio - to provide the CEO with a snap shot of activity?
Yes although you wouldn't really be pulling in a portfolio. You would simply create a master portfolio with all projects in it.
Is there a way to automatically populate a portfolio with ALL the Asana projects in our group? How many projects would be too many to be really useful to include in a portfolio?
I believe if you use a template and add this to the portfolio then that would work when you set up a new project from the template. I don't think there's a set number but portfolios can handle quite a lot.
Paul - enjoying your videos- can one see a timeline on project level? A roadmap of current and upcoming projects?
Thanks Johan. Yes, you can view project timelines in each individual project if you click on the 'Timeline' tab.
For premium users, do you recommend the project-level progress tab as the best place to get a bigger picture view? Or are there other ways premium users can achieve a somewhat similar big-picture view without portfolios?
Yes, this is definitely one way. You could also create what I call a "summary project". Have a look at the video I made on this. Hope it helps!
CHECK OUT MY UPDATED VIDEO ON PORTFOLIOS HERE: ruclips.net/video/yRpSCu14uao/видео.html
Thanks Paul! 🙏
You're welcome 😀