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🦄 Set up Portfolio "Template" guide
I’ve been wanting this feature ever since Asana has Portfolios. Right now since there’s no solution what I have is documentation on all the Portfolio Templates I have created for most of my clients, and some QA instances to make sure they follow the guidelines every time they have to create them. [Created on August 2022 by Barbara Ramirez @ My Virtual Partnr] [Current status = feature is still not available in Asana]
Barbara Elena Ramirez
(1) Create a brand new Portfolio.
(2) Remove the custom fields that you will not need in the "Portfolio Template".
(3) Create / Add the necessary custom fields needed for the portfolio.
(4) Work on the "look-a-like" of the Portfolio.
Vote in the Forum page for Asana to consider our Request!!!
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