Adding Projects to Portfolios easily

English Forum Tips and Tricks
1

Not sure if I’m missing something somewhere - When my team uses a Template (ex- Client Onboarding), I’m wanting all of those projects to end up in the same Portfolio. Is there any way to set things up in such a way that when a Template is used, it places the Project in a Portfolio? Or can the team member add it to the Portfolio easily from the Project page itself? Right now, all I can find is for me to manually search for and add individual projects to the Portfolio. But I’m not always aware of the project beginning.

Any suggestions?

1 Like
2

Hi,

At the moment, Portfolios and templates are not related, so you can’t automate this. And indeed you can’t add a project to a portfolio from the project page. Maybe you should look for an existing request in the forum or create one yourself! (or two requests for that matter)