Note: We will no longer be updating this doc. We've since repositioned our Portfolio functionality into our Dashboards in the form of a Portfolio Widget! Legacy Portfolios will remain intact for the time being, however, we don't have plans on updating the feature.
Portfolios give a high-level overview of what's happening in your Workspace. You can easily monitor the progress and health of related items to keep your projects on track.
This is especially helpful for those managing and overseeing multiple moving parts.
Portfolios are also available in Dashboards with the Portfolio widget, which can include Folders and Lists!
Note: Portfolios are not accessible if using the Simple Layout. Learn more about changing your layout here.
Creating Portfolios
You can create Portfolios, customize the view, and share them with whoever you want. Any changes you make to the view (for example showing/hiding columns) will be synced globally - so everyone sees the same columns.
Click on the Portfolio icon in the sidebar
Click on the + button
Name your Portfolio
Choose Lists to add to your Portfolio Note: the Portfolio widget also supports adding Folders!
Choose who to share your Portfolio with Note: Business Plans have access to Portfolio permissions
Click Create Portfolio
Using Portfolios
When viewing a Portfolio, you can choose what to display via columns. Your choices for columns are below:
Custom calculations - make calculations based on Custom Fields; for example, you can track scrum points used across your Lists.
List colors - Use List colors for statuses, tags, or anything you like.
Task status bar - see the distribution of tasks in your Lists based on their status
Progress - The completion percentage of tasks in your List based on completed statuses
Start date, end date, priority, and assignee for each List
Time estimated - The total estimated time for tasks in the List
Time logged - The total time tracked for tasks in the List
Time remaining - The difference in Time estimated and logged
SHARE - Give access and set permissions (Business Plan only) for your Portfolio
You may also add or remove Lists from your Portfolio at any time.
Portfolio Details
Will everyone that has access to a Portfolio see the same thing?
Yes and no. Yes, you will see the same columns and calculations. However, you will only see data based on which tasks and Lists you have access to. For example, if you don't have access to a List that's in a Portfolio, then you won't see that List in the Portfolio.
Do Guests have access to Portfolios?
By default, when you create a Portfolio shared with your Workspace members, guests will not have access to the Portfolio. However, you can manually share a private Portfolio with guests individually.
Editing Portfolios
Clicking the ... menu for a Portfolio gives you the ability to:
Real World Examples
Sprints and feature releases
Store opening
Event planning
Marketing campaign
Want to see more? Check out our use cases doc for Portfolios!
Portfolio Plans
Unlimited Plan & above: Unlimited Portfolios
Business Plan: Permissions for Portfolios.