How to create a portfolio in Asana
Create a portfolio in Asana to group related projects in one place: open the new menu, name it, and find it in your sidebar in a few quick steps.
Quick answer
To create a portfolio in Asana, open the New project or portfolio button in the sidebar, choose New portfolio, type a name in the Portfolio name box, and click Continue. Then pick Go to portfolio on the next screen. Your new portfolio opens in List view and appears in the sidebar, ready for projects.
Steps at a glance
- Click New project or portfolio in the sidebar
- Choose New portfolio
- Type a Portfolio name
- Click Continue
- Click Go to portfolio
- Find the portfolio in your sidebar
Interactive demo
Summary
A portfolio in Asana collects related projects so you can track them together. Creating one takes a name and a couple of clicks, and it then sits in your sidebar for quick access.
Step-by-step guide
Step 1
Open the new menu
In the sidebar, click New project or portfolio. A small menu opens with the options for what you can create.
Step 2
Choose New portfolio
From the menu, pick New portfolio. The New portfolio window opens with a name field and a few setup options.
Step 3
Name the portfolio
Click the Portfolio name box and type a name that describes the group of projects. The window also shows Privacy and a default view of List, Timeline, or Workload, with List selected.
Step 4
Continue to create it
Click Continue once the name is in. Asana creates the portfolio and asks What do you want to do first?
Step 5
Open your new portfolio
Leave Start adding projects selected and click Go to portfolio. Your portfolio opens in List view, ready for you to add work.
Step 6
Find it in the sidebar
Your new portfolio now appears in the sidebar, where you can open it again at any time.
Why this matters
You are running several projects at once and keep jumping between them to see where things stand. A portfolio gives those projects one home, so you can open a single place and start adding the work you want to track.
Frequently asked questions
Which view does a new portfolio start in?
The New portfolio window shows List, Timeline, and Workload as the default view, with List selected, and the portfolio opened in List view in this walkthrough.
What happens after I click Continue?
Asana asks What do you want to do first? You can choose Start adding projects or Share with teammates, then click Go to portfolio.
Related guides
Continue with more step-by-step guides for getting work done.
How to add a project in AsanaLearn how to add a project in Asana: start a blank project from the sidebar, name it, keep the default views, and create it in six clicks.
How to use timeline view in AsanaOpen an Asana project in Timeline view to see tasks laid out by date, then add a task, move between periods, zoom the scale, and sort the view.
How to add a collaborator to a task in AsanaAdd a collaborator to an Asana task: open the task details, use the collaborators button, and enter a teammate's email address in the Members field.
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