SmartTask
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  • Getting Started
  • Quick Start
    • Overview
    • Initial Setup
    • Invite Teammates [Admin]
    • Creating first Tasks
    • Working together as a team
    • CRM & sales management
  • fundamentals
    • Task
      • Creating a task
        • Creating task from email
        • Importing tasks from MS Project
        • Importing Tasks from CSV
      • Recurring task
      • Set reminder
      • Task Assignee & Followers
      • Task Comments
      • Task Description
      • Subtask
      • Search
      • Filter and sort task
  • Organization initial setup
  • CRM & Sales Management
    • Adding Contacts
      • Importing contacts
    • Creating interaction history
    • Creating a sales pipeline
  • Permissions
    • Group Permissions
    • Project Permissions
    • Task Permissions
  • Group Basics
  • Project Basics
    • Sections
    • Export Project Tasks
  • Portfolio
    • Milestones
  • Custom Fields
  • Custom Charts
  • Advanced
    • White Label Overview
      • Setting up Custom Domain
  • Integration for Slack
  • Frequently Asked Questions
  • Onboarding the team
    • Email Template for on-boarding team
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  • Creating a Portfolio will let you:
  • Create Portfolios:
  • Add Projects to the Portfolio:
  • Share Portfolio:
  • Delete Portfolios:

Portfolio

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

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Last updated 6 years ago

A Portfolio is a centralized view of your projects. They help you organize your projects and offer you real-time monitoring. You can keep your entire team updated on the progress of multiple projects.

Creating a Portfolio will let you:

  • Add projects in the portfolio.

  • Use Milestones to track your projects more accurately.

  • View the current status of each project.

  • View project progress %.

  • View the number of overdue tasks.

  • View the project owner.

Create Portfolios:

  • Click on the Portfolios field on the top left sidebar.

  • Click on create group.

  • Provide group name.

Add Projects to the Portfolio:

  • Click on Add Project.

  • Search the project name.

  • Click Add.

Share Portfolio:

  • Click on three dot icon next to your group name.

  • Select Share with members.

  • Search and select the Member name.

  • Click Add to Group.

Delete Portfolios:

  • Click on the three dot icon next to the group name.

  • Select Remove Group.