Portfolio cards

The Portfolio card is a custom Dashboard card that lets you categorize and track the progress of tasks in your Workspace.

What you'll need

Create a Portfolio card

To create a Portfolio card:
  1. In the left Sidebar, open a Dashboard.
  2. In the upper-right corner, click +Add card.
  3. Select Portfolio.
  4. Name your card.
  5. Click + Add Lists and select the Lists or Spaces you want to include in the card.
    • Tip: Users on the Business Plan and above can select Folders to include in the card.
      Screenshot highlighting the 'add to lists' option when creating a new Portfolio card.
  6. Customize your card:
    • Include subtasks: Include subtasks in your reporting.
    • Include archived: Include archived tasks in your reporting.
    • Show tasks that are in multiple Lists more than once: Include tasks in multiple Lists more than once in your reporting.
    • Show subtasks that are in multiple Lists more than once: Include subtasks in multiple Lists more than once in your reporting.
  7. Click Add card.
Note: 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 Lists shown in the card, it appears empty.

Customize Portfolio card columns

In the upper right corner, click the + icon to edit which columns display on your card.
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.

Remove a List

To remove a List from your Portfolio card:
  1. Click the ellipsis ... to the right of the List you want to remove.
  2. Click Remove from portfolio.
In Editing mode, you can add or remove Lists from the card by hovering over it and clicking on the Settings icon in the upper-right.
Screenshot of a Portfolio card.

Card options

Once your card is created, you can hover over it to reveal several options in the upper-right corner.

Your Dashboard must be in Edit mode to see all options.

Options include:

Card option Description

Refresh card

Refresh the card's data immediately.
Settings Open the card settings to make changes.

View in full screen

View the card in full screen.
Ellipsis ... menu Duplicate or delete the card.

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