The Portfolio card is a custom Dashboard card that lets you categorize and track the progress of tasks in your Workspace.
Get a high level overview by selecting one or more Folders for your Portfolio card. You can also select one or more Lists to report on specific projects.
Or, include both Folders and Lists to see progress for all of your organization's projects.
Members and guests who do not have access to the Spaces, Folders, and Lists displayed in a Portfolio card will only see the items they have permission to access. If they don't have access to any items shown in the card, it appears empty.
Portfolio card feature availability and limits vary by plan and user role. Learn more
Add a Portfolio card
To add a Portfolio card:
- Create a new or open an existing Dashboard.
- In the upper right corner, click + Add card.
- From the left sidebar, select Custom.
- Click Portfolio card.
- Configure your card settings.
- In the upper-right, click Add card.
Edit a Portfolio card
Hover over a Portfolio card to:
- Edit quick settings, including card filters.
- Click the settings cog to edit card settings.
Remove a List from a Portfolio card
On the far right of each List, click the ellipsis and select Remove from portfolio to remove the List from your Portfolio card.
Portfolio card table
The Portfolio card displays a table. Each row represents a List in the selected locations.
In the upper-right corner, click the plus icon to choose which columns to display.
The following table describes the available columns on Portfolio cards:
| Column name | Description |
| Color | Show List colors. |
| Calculation | Create a custom calculation for each List that only exists on this Dashboard card. You can select specific statuses to include. You can only calculate the Date, Money, or Number Custom Fields. You can display the range of Dates and calculate the sum, average, and range of Money and Number Custom Fields. |
| Statuses | Display a color-coded bar with the number of tasks in each status for each List. |
| Progress | Display a progress bar with a count of the number of completed and outstanding tasks. This progress bar includes tasks in both Done and Complete statuses. |
| Done | Display the total number of tasks in a Done or Complete status. |
| Due | Display the total number of tasks where the due date was earlier than today and the task status is not Done or Closed. |
| Start |
Display the start date set at the List level. See List Info for more detail. This column is only available for Lists. |
| End |
Display the due date set at the List level. See List Info for more detail. This column is only available for Lists. |
| Priority |
Display priority set at the List level. See List Info for more detail. This column is only available for Lists. |
| Owner |
Display the owner set at the List level. See List Info for more detail. This column is only available for Lists. |
| Time estimated |
Display the total time estimated for tasks in each List. This includes time estimated from Done and Complete tasks. This column is only available for Lists. |
| Points |
Display the total number of Sprint Points for the List. This includes Sprint Points from Done and Completed tasks. This column is only available for Lists. |
| Milestones |
Display the Milestone icon if the List contains any Milestones in it. Hover over or click on the icon to see the names of the Milestone tasks. This column is only available for Lists. |
| Time tracked |
Display total time tracked for all tasks in the List. This includes tasks in Done and Completed statuses. This column is only available for Lists. |
| Time remaining |
Display the difference between time estimated and time tracked for all tasks in each List. This includes tasks in Done and Completed statuses. This column is only available for Lists. |
Portfolio card settings
Choose the locations and tasks to include in your Portfolio card.
The following table describes the available card settings:
| Setting group | Setting | Description |
|
Data Source |
Folders | Select the Folders to include in your Portfolio card. |
| Lists |
Select the Lists to include in your Portfolio card. |
|
| Include Subtasks | Include subtasks from the selected locations. | |
| Include Tasks in Multiple Lists | Include tasks added to the selected locations. | |
| Include Subtasks in Multiple Lists | Include subtasks added to the selected locations. |