How to edit portfolio details in Asana

How it works

First click on the "Portfolios" item in the left sidebar
Then click on the portfolio you want to edit the details in the main content area
Then click on the portfolio name dropdown arrow in the top header
Next click on "Edit portfolio details" option in the dropdown menu
In the Portfolio details modal, click on the current portfolio name field
Then type the new name or keep the existing one
Next click on the owner dropdown to select a new owner
Select a different user from the owner dropdown list if you want to change it
Click the portfolio description field
Then type the desired description in the portfolio description text box
Finally click the close button X icon in the top right corner of the modal Asana automatically saves the changes

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Why should you use this feature?

Asana is a powerful tool designed to streamline project management and team collaboration.

Editing portfolio details in Asana allows users to keep their project overviews up-to-date, ensuring that everyone involved has access to the most current information.

This feature is invaluable for maintaining clarity and focus across multiple projects by allowing users to refine goals, deadlines, and priorities with ease.

Ultimately, it empowers teams to make informed decisions swiftly and foster more effective communication.

Last update

December 19, 2025

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