The Portfolio Status Updates application is used to extract status updates from projects in a nested portfolio structure in Asana. The resulting data is exported in CSV format.
➡️ View the documentation for this application, which includes a step-by-step tutorial.
Since the script largely makes use of out-of-the-box DOM methods in the browser, there are no system requirements for this script.
Otherwise, ensure that you have the latest version of your preferred browser installed on your local machine.
The user interface for this application is ./index.html, a basic web page that embeds the client-side script: ./index.js.
Before you begin, be sure to obtain a personal access token (PAT). This personal access token is how the script authenticates with Asana to request data via the Asana API. Upon successful authentication, the script parses and formats that data into a single CSV file.
Then, to get started, open ./index.html in your browser and provide your personal access token and a portfolio GID in the input fields. Additional operating instructions are included on the page itself.
The standard information outputted in the resulting CSV file include the following project metadata:
- Project ID (
gid) - Project name (
name) - Project link
- Project start date (
start_on) - Project due date (
due_on) - Current status update (
current_status_update.text) - Current status update color (interpreted from
current_status_update.status_type) - Current status update author (
current_status_update.created_by.name) - Current status update creation time (
current_status_update.created_at)
To get more information on a single project, you can request the complete project record by using its GID with the Asana API, as documented here: GET /projects/{project_gid}.
You may also customize the response you receive when requesting items from a portfolio (i.e., GET /portfolios/{portfolio_gid}). See the documentation for input/output options for details.