Portfolio

Have a comprehensive view of all your projects through Portfolio. Learn how Portfolios work

Portfolio gives you a bird’s eye view of multiple projects and their progress.

With a Portfolio, you can:

✅ Add Projects – Organize multiple projects under a single portfolio.

✅ Track Milestones – Monitor key milestones for better project accuracy.

✅ View Project Status – Get real-time updates on each project's current status.

✅ Monitor Progress % – See the completion percentage of every project.

✅ Identify Overdue Tasks – Keep track of pending tasks and deadlines.

✅ View Project Owner – Know who is responsible for each project.

…and much more to streamline project management and enhance visibility!

Creating a Portfolio:

1. Click on the “+” icon in the Portfolios section.

2. Enter a name for your portfolio.

3. Click the "Add" button to include projects in the portfolio.

Once created, you can track milestones, monitor project progress, and manage tasks efficiently!

Sharing a Portfolio:

1. Click on the dropdown icon next to your group name.

2. Click on “Add Members”.

3. Give them the necessary rights.

Portfolio Permissions:

SmartTask allows you to set permissions for who can access and join a portfolio.

1. Find and Join – Everyone in the organization can discover and join the portfolio.

2. Private to Members – Only added members can access the portfolio.

Admins can add or remove members and control access levels to ensure the right people have visibility into projects.

Remove a project from a portfolio

1. Open the detailed view of the project inside the portfolio.

2. Click on the three-dot menu (•••) in the top-right corner.

3. Select "Remove from Portfolio."

This action will remove the project from the portfolio while keeping it intact in the workspace.

Portfolio Timeline

The Portfolio Timeline helps you track multiple projects at a glance, ensuring everything stays on schedule. Here's how you can make the most of it:

1. View Project Progress

• The timeline displays all projects in a Gantt-style view, showing key milestones and deadlines.

• You can quickly see which projects are on track, ahead, or delayed.

2. Identify Delays

• Delayed tasks appear visually, making it easy to spot bottlenecks.

• Click on any project to check which specific milestone is causing the delay.

3. Adjust Schedules

• If a project is running behind, drag and adjust milestones on the timeline to realign schedules.

• Assign resources or modify deadlines as needed.

4. Filter and Customize Views

• Use filters to focus on specific projects, teams, or timeframes.

• Customize the view by selecting different date ranges (week, month, quarter).