How to Use Asana Portfolio Rules for Better Project Management | Asana Tutorial

📧 Subscribe to our newsletter: https://cirface.com/newsletter I'm sharing my favourite tips for using asana portfolio rules to automate your workflows and keep your initiatives organized. I'll walk you through how to automatically route new projects to the right portfolio, use AI to draft status updates when work falls behind, and set up triggers to archive completed projects without lifting a finger. These best practices for Asana portfolio management will help you spend less time on manual updates and more time on the work that matters. #asana #projectmanagement #asanatutorial Need help with Asana? ☎️ Book a call with me: https://cirface.com/book-a-call 📧 Subscribe to our newsletter: https://cirface.com/newsletter 🌐 Check out our website: https://cirface.com/ Don’t forget to subscribe!🔔 ABOUT OUR CHANNEL📜 This YouTube channel is created by me, Marquis Murray, CEO of Cirface, an Asana Platinum Partner and Asana Partner of the Year 2025. My goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Wednesday. FIND US AT🔍 🔗http://cirface.com/ GET IN TOUCH 📧 marquis@cirface.com FOLLOW ME ON SOCIAL LinkedIn : 🔗https://www.linkedin.com/in/marquisamurray/ Twitter : 🔗https://twitter.com/marquisamurray Facebook : 🔗https://www.facebook.com/groups/asanasolutions Instagram : 🔗https://www.instagram.com/marquisamurray/ List of The Gear I Use ⬇️ https://cirface.notion.site/Marquis-Murray-s-Amazon-Shop-126b1604ac4e805095e3ff9c6b600c15 00:00 – Introduction to Asana Portfolios 00:23 – How to Add Projects to a Portfolio Manually 02:57 – Automatically Adding Projects via Intake Forms and Rules 05:41 – Setting Up Portfolio Rules in the Rule Builder 06:29 – Automating AI Status Update Drafts for Overdue Work 09:27 – Automatically Adding Project Members Based on Priority 10:50 – Best Practices for Archiving and Removing Completed Projects 14:01 – Setting Up Status Reminders for Approaching Due Dates 14:41 – Tracking Budgets and Expenses with Custom Field Rules 17:19 – Using AI Teammates and Milestone Best Practices