We’re trying to move a lot of our work up one level - and using portfolios more often (so projects and tasks replace tasks and subtasks as our core building blocks). There are a number of reasons for this - and it’s already working really well for us.
However, as a client-focused company, there is one major roadblock ATM; forms. Our clients love using forms to request work, but we want these forms to create projects in a portfolio, rather than a task in a project we need to then manually turn into a project. We have workarounds - but with there already being project templates, we would love to see this connected to portfolio forms to automate a lot of the project onboarding we need.
Hope that makes sense - happy to discuss or entertain other ways to achieve the above. I suspect the similarity between projects ‘customise’ options and portfolio ‘customise’ options that more support within portfolios is on the map - would be great to know more. Thanks!