How to Add a Portfolio to a Portfolio in Asana
In this article
Organize your work more effectively in Asana by nesting portfolios. This guide will show you how to add an existing portfolio into another portfolio, creating a clear hierarchy for your projects and initiatives.
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Here's how to add a portfolio to a portfolio in Asana
- Access Portfolios
Navigate to the Portfolios section by clicking 'Portfolios' in the left sidebar. This will display a list of your existing portfolios.
- Select Target Portfolio
Choose the portfolio where you want to add another portfolio. Click on its card in the 'Recent portfolios' section to open it.
- Initiate Add Work
Once inside the target portfolio, locate and click the 'Add work' button. This action will prepare the interface for adding new items.
- Choose Portfolio to Add
A dropdown menu will appear. From this list, select the specific portfolio you intend to include within your current portfolio.
- Verify Addition
After selection, the chosen portfolio will appear in the list of items within your target portfolio. A confirmation message will also briefly display at the bottom of the screen.
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Frequently Asked Questions
A portfolio in Asana is a feature that allows you to group and track multiple projects or other portfolios together, providing a high-level overview of related work.
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