How to Create a Portfolio and Add Members in Asana
Barbara Elena Ramirez
|
10 steps
|
25 seconds
Asana
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".