In the board view of the project portfolio, projects are displayed as cards in columns. This view is especially suitable for visually structuring projects and grouping them according to specific criteria.
This allows you to quickly see which projects belong to each group and view important project information directly on the cards.
The board view is particularly useful for organizing project portfolios in a clear way and quickly identifying changes within groups.
Open Board View
- Open the
Projectssection from the main menu. - Select the
Portfoliotab at the top. - At the top of the page, switch from
ListtoBoardusing the view selector.
Display Projects as Cards
In the board view, each project is displayed as its own card. The cards contain important information about the project, such as the project title, timeframe, project manager, labels, and other project-related details.
Which information is shown on a card depends on the respective configuration and the available project data.
Group Projects
The columns in the board view are created based on the selected grouping.
This allows you to organize projects clearly according to specific characteristics and identify differences between groups more easily.
Even larger project portfolios can therefore be displayed in a structured and easy-to-understand way.
Saved views help you quickly recall frequently used filter and grouping settings.
Move Projects
Depending on the grouping, you can move project cards between columns using drag & drop. This automatically updates the corresponding grouping value of the project.
Note
Which groupings, card information, and editing options are available to you in the board view depend on your permissions and the configuration of your workspace.
Frequently Asked Questions (FAQ)
Which projects are displayed in the board view?
The board view shows the projects you have access to. Which projects are visible depends on your permissions in the workspace.
Can I filter projects in the board view?
Yes, you can narrow down the displayed projects using the available filters.
Can I group projects in the board view?
Yes, the board view can be grouped by available criteria, such as project folders.
Can I move projects using drag & drop?
Depending on the selected grouping and your permissions, you can move project cards between columns using drag & drop.
Can I open a project directly from the board view?
Yes, you can open a project directly via the respective project card.
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