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 tasks on track.
This is especially helpful for those managing and overseeing multiple moving parts.
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
Choose who to share your Portfolio with Note: Business plans have access to Portfolio permissions
Click Create Portfolio
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
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