See the projects inside a portfolio at a glance
Prepare a recurring portfolio review from its available project and portfolio items.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Portfolio Items
Retrieve items in a portfolio. use this to get a list of projects or other portfolios contained within a specific portfolio.
Why this helps
It takes extra context switching to open each portfolio item just to see what is included.
- See portfolio contents in one review.
- Reduce repeated navigation through portfolio items.
- Keep project and portfolio records together in a summary.
Setup
Build it in a few focused steps.
- 1Connect Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for portfolio review.
- 3Tell Notis which portfolio to inspect and ask it to summarize the returned items and their available details.
- 4Choose a recurring schedule and a report channel.
- 5Test with a portfolio that contains projects or other portfolios.
Questions about this workflow
Does this include tasks from each project?
No. The portfolio items action returns projects or portfolios in the selected portfolio, not the tasks inside each project.
Can it report project status?
Only if that information is included in the returned item details or supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Asana. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
0CodeKit and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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