How to Create a Custom Formula Field for Portfolios in Asana
This guide provides step-by-step instructions on how to create a custom formula field for portfolios in Asana. By following these steps, users can enhance their portfolio management by adding a customized field that calculates values based on other fields. Implementing this feature can help optimize project tracking and data analysis within Asana.
Emily Kokol-Rivera
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12 steps
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2 minutes
Asana
1
Click the "+" to add a field.
2
Click "Single-select"
3
Click "Formula"
4
Name the custom field.
5
Click "Select field" to add the first field the formula should use.
6
Click "Start date"
7
Click "Add" to select which function the formula should use.
8
Click "Select field" to choose the second field the formula should use.
9
Click "Date"
10
Uncheck "Add to Your Organization's field library" unless it can be widely used in the organization.
11
Click "Create field"
12
The formula will now show within that portfolio.