Asana
Asana is a work management tool for planning, tracking, and executing projects.
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How to add a project to a portfolio in the overview in Asana

Here is how to add a project to a portfolio in the overview in asana

  1. First click on a project in the left sidebar Projects menu
  2. Then click on "Overview" tab in the top navigation menu
  3. Next scroll down the overview page until you see the connected portfolios section
  4. Then click on "Add to portfolio" button in the Connected portfolios section
  5. Next click in the portfolio search field
  6. Then type the name of the portfolio in the portfolio search field
  7. Finally click the portfolio you want to include the project in from the search results

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Why should you add a project to a portfolio in the overview in Asana

Asana is a collaborative tool designed to streamline project management and enhance productivity.

Adding a project to a portfolio in Asana’s overview features enhances your ability to monitor progress across multiple initiatives seamlessly. This feature empowers you by providing a bird’s-eye view, ensuring you stay on top of deadlines, budgets, and resource allocation.

Utilizing this aspect of Asana promotes efficient decision-making and strategic planning, crucial for business success. By organizing projects in one place, teams can easily communicate priorities and status updates, fostering a more cohesive work environment.

Last update
June 23, 2026
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