How to Use Portfolios in Asana
- George Apostolov
How to Use Portfolios in Asana: step-by-step guide
On your dashboard, go to 'Create'.
Select 'Portfolio'.
Name your porftolio.
Click 'Continue' to proceed.
You can use between 'Start adding Projects' or 'Share with teammates'.
Click 'Go to portfolio'.
You can now add tasks or projects and store it in your portfolio.
Quick answer: To use portfolios in Asana, go to 'Create' on your dashboard and select 'Portfolio'. Name your portfolio, click 'Continue', choose to start adding projects or share with teammates, and click 'Go to portfolio'. Finally, add tasks or projects to store them in your portfolio.
About this Asana tutorial
Organize and track your work by creating portfolios in Asana. Group your projects and tasks together easily. This guide shows how to use Portfolios in Asana in 7 steps, starting with "On your dashboard, go to 'Create'" and finishing with "You can now add tasks or projects and store it in your portfolio". The interactive demo above is a click-through copy of the real Asana interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use Portfolios in Asana?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Asana data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Asana. Related guides: Trigger Google Calendar reminders from Asana task due dates, Asana Appsheet Integration and Automate Notion task management with Zapier and Asana. Last reviewed 05 Oct 2026.
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