A portfolio is a list of projects you keep an eye on: their status, progress, dates and owners in one place. A project can be in many portfolios.

Make one

  1. Click Portfolio in the left menu, then + New portfolio.
  2. Name it and add projects: type a few letters of a name or number and click each one.
  3. Share it with others (Can view or Can edit). Pin it to keep it under Pinned in the left menu.

The tabs

  • List: one row per project with its status, progress, dates and owner. Columns ▾ picks the columns.
  • Team tasks: each person's open schedule tasks and RAIDD items across the projects. Timeline draws them as bars; Table lists them.
  • Project tasks: the same, grouped by project instead of by person.
  • Reports: the portfolio at a glance: health, what's overdue, what's due by week, and by person.

Team load

  • The Team load row, and each person's row, shade every day by how busy it is compared with the busiest day in view.
  • Show: Tasks | Hours switches between task counts and planned hours (against an 8-hour day).
  • Zoom shows days, weeks, months or quarters. Colours ▾ picks your own low, mid and high colours.
  • Double-click a bar (or right-click → Edit) to edit it; drag it, or its ends, to change its dates, without leaving the page.
  • Timeframe and Team narrow what you see.