How to Create a Portfolio and Add Members in Asana | Scribe

    How to Create a Portfolio and Add Members in Asana

    • |
    • 10 steps |
    • 25 seconds

    Create Portfolio

    1
    Open Asana's Side bar.
    2
    Click "Portfolios".
    3
    Click "New portfolio".
    4
    Type "Portfolio's name".
    5
    Click "Create portfolio".

    Share it with your Asana Coach

    6
    Click "Share".
    7
    Click "Add members by name or email…".
    8
    Type [[email protected]](mailto:[email protected]) and select.
    9
    Click "Give access to all projects in this portfolio that I have access to".
    10
    Click "Send".