How-To2026-10-262 min read

Set Up Portfolios in Asana

Group related projects in a portfolio for a shared delivery review. Portfolio membership organizes projects; access and the completeness of each project update still need attention.

Step-by-step guide

01

Check access and scope

Portfolios require an eligible plan and access to the projects you intend to review. Choose one owner for portfolio structure and conventions.

02

Define portfolio purpose

Create a portfolio around a clear review purpose.

03

Add relevant projects

Add the relevant active projects.

  • Worked example: A quarter release portfolio can contain onboarding, invitation security and support readiness projects. Separate work that shares an objective from unrelated tasks owned by the same team.
04

Audit owners and dates

Review each project owner, status and target date. Include a check for stale project updates so the portfolio review does not treat an old green status as current evidence.

05

Expose cross-project exceptions

Choose fields and views that expose cross-project exceptions.

06

Review stale updates

Agree on a recurring review of stale updates and delivery risks.

07

Verify the result

Reviewers can identify the owner and next checkpoint for every included project.

Common mistakes

Avoid the main failure mode

Adding projects does not automatically make all underlying work visible to every viewer. Test audience access before presenting the portfolio.

Check the handoff edge case

Adding every project owned by a team can drown the review in unrelated work. Define the portfolio decision scope before adding projects.

Sources and verification

Based on product documentation checked on 2026-10-24. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.

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