Within Teamwork, you can add projects to columns in your Portfolio boards.
Note: The Portfolio feature is available on the per-user Premium plan and above, as well as certain legacy plans.
In the Planning area of your site, select the Portfolio tab and click the relevant board.
To add a project to a column, click Show Backlog to open the left menu.
Projects can be dragged from the backlog to the appropriate column.
To move more than one project at a time, select the checkboxes next to individual projects before dragging them to the column.
Once a project has been added to a column, you can click the project card to open the project summary in a quick view pane. Clicking the project name in this view will bring you directly to the project.
Adding a project to multiple boards
Projects can be added to multiple Portfolio boards, but can only exist on one column in each at a time.
When viewing a project's Overview area, you will see the board column(s) listed in the project details sidebar.
Removing a project from a column
To remove a project from a column, you can drag it back to the backlog. While dragging the project card, you will also see an option to Remove from Board at the top of the screen.
When viewing a project's overview area, you can hover over the board columns to reveal the Manage option.
A modal will open where you can see the current column(s) the project is associated with. Click the dropdown to select a different column or remove the project from the board entirely.
In project list views, the associated board column(s) will appear to the right of the project name. Clicking this will allow you to manage the columns and boards the project is in.
When a project is associated with multiple boards, the board that was most recently updated will be the one visible beside the project name.
Note: In order to add or remove a project from a Portfolio board, you will need to be a project administrator on the relevant project, or be a site administrator.
For more information, see: Using Portfolio Boards