How to Add a Project to a Portfolio in Asana
In this article
Learn how to link a project to an existing portfolio in Asana. This process allows you to organize your projects into broader categories for better tracking and management.
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Here's how to add a project to a portfolio in Asana
- Access Your Project
First, navigate to the project you wish to add to a portfolio. You can find your projects listed in the left-hand sidebar under the 'Projects' section.
- Go to Project Overview
Once inside your project, click on the 'Overview' tab. This tab provides a summary of your project, including its status, key resources, and connected items.
- Locate Portfolios Section
Scroll down the project overview page until you find the 'Connected portfolios' section. This area is dedicated to linking your project with relevant portfolios.
- Initiate Portfolio Connection
Within the 'Connected portfolios' section, click the 'Add to portfolio' button. This action will open a search field to help you find your portfolios.
- Search and Select Portfolio
Type the name of the portfolio you want to add the project to in the search field. As you type, a list of matching portfolios will appear. Select the correct portfolio from the results to link your project.
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Frequently Asked Questions
The 'Overview' tab provides a high-level summary of your project, including its description, roles, connected goals, and associated portfolios.
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