Asana Portfolios and Goals: execution and strategy
How Asana Portfolios and Goals connect daily work to business objectives, and how to configure them for executive visibility.
A real metrics portfolio, with progress measured automatically.
This dashboard shows how a goal-tracking project looks in Asana, with AI summaries, bundles and fields organized on the same screen.
In Asana, Portfolios group multiple projects into an executive view, and Goals connect work to company objectives, with progress measured automatically from projects.
- Portfolios: status, progress and dates for multiple projects on one screen
- Goals: company and team objectives connected to actual work
- Automatic progress updates, without separate spreadsheets
- Ideal for leadership, PMOs and OKR management
The link between execution and strategy
Many companies have clear goals and busy teams, but no connection between the two. Portfolios and Goals in Asana address this by connecting daily work to business objectives.
What are portfolios?
Portfolios bring multiple projects into one view with status, progress, dates and fields. They provide an executive layer for tracking initiatives without opening each project, ideal for leadership and PMOs.
What are Goals (objectives and OKRs)?
Goals let you define company and team objectives and connect them to the projects and portfolios that support them. Progress is measured from actual work, giving visibility into OKRs without separate spreadsheets.
How to connect the two
- Structure portfolios by department, program or objective
- Define company and team goals with owners and deadlines
- Connect goals to projects and portfolios for automatic progress updates
- Establish check-in and governance routines
TaskWork structures all of this through its Portfolios and Goals solution.
Common questions
Can Goals replace my OKR tool?
In most cases, yes, by centralizing OKRs where work happens. We assess your situation during the assessment.
Do I need a specific plan?
Portfolios and Goals are included in Advanced, Enterprise and Enterprise+ plans. We help you choose.
Is progress really automatic?
Yes, when goals and portfolios are connected to the right projects.
Want to apply this to your Asana environment?
TaskWork implements and governs Asana for your operations. Start with a 30-minute assessment.
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