Within Teamwork Projects, you can use Portfolio boards to view and manage your projects.
Portfolio gives you an overview of what is happening across all your projects.
For each project, you can see various associated properties such as company, category, start/end dates, owner, health and latest update.
At the bottom of each project card, you will see a progress bar of completion for the project, which takes the completed tasks vs. the total number of tasks for the project.
Through the use of portfolio triggers, you can also modify certain project properties as your projects move between columns.
Creating a board
Only site administrators in the owner company and users with permission to manage the projects portfolio can create new boards and add columns.
Note: Collaborators do not have access to portfolio view.
You can add a new board by going to the Projects link right at the top of the screen and then choose the Portfolio section.
If it is your first time using the Portfolio, you will see an option to add a board in the middle of the screen, in addition to the Add Board option to the top right.
In the add board modal, you can name the board (required), choose a color and add a description.
Once created, you will be brought directly to the board, where you can create columns within it.
Creating a board column
To create a board column, click the Add Column button in the top right of the screen.
You can then choose a name and assign a color for the column.
To edit the name and color of an existing column, select the drop down arrow to the right of the name and choose Edit.
You will see that the drop down arrow includes options to filter, delete, and sort, as well as the column settings.
Adding projects to a board column
To add projects to your columns you can click on the backlog which will open a list of your projects. These can then be dragged from the backlog to the appropriate column.
If you would like to move more than one project at a time, select the check boxes next to individual projects to move these together. Selecting the checkbox next to a company name in the backlog selects all projects for that company and you can drag them together.
You can also filter the projects in the backlog by name (text), category or tag.
Note: A project can only be added to one Portfolio board at a time.
Once a project has been added to a column you can click on the project card to view a project summary. Within this project summary you can click on the project name to be brought to the project.
To remove a project from a column, you can drag it back to the backlog. When dragging the project, you will also see an option to Remove from Board beside the Hide Backlog button - dropping the project there will also remove it from the board.
When viewing a Portfolio board, you can use the filter options to filter which of the board's projects you want to view:
- Project status
- Show/hide columns
- Project owner
- Project health
- Starred projects only
Note: Portfolio is available on the Premium plan or higher.
For more information, see: Using Portfolio triggers