Easily monitor, report, and take action on projects with your own customized portfolio view, giving you easy access to all the relevant data.
The portfolio tab lets you view all your projects' statuses in one place - no more digging through emails and powerpoints for status reports! Traffic lights give you a quick indicator of which projects are on track and which need extra attention. Reduce project uncertainty, minimize risks and make better-informed decisions across your whole portfolio.
How to use the portfolio feature
The portfolio feature lets you create a table view with all relevant projects. To select projects for your portfolio, simply star the board.
Click on a project to access more information, including members, previous status updates, and overdue tasks. NB: If you click on the project title, you will open the board.
You can easily sort your projects by title, status, owner or dates by clicking in the respective columns. Click on "New status" to create a status update.
Who has access to the Portofolio view?
The portfolio feature is available to users on the Business or Enterprise plan. You need to be an admin on the board, or on the tea the board is located in, to add it to your portfolio.