Automatically add projects to Portfolios from project template

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Hi there,
If, like me, you have already created the template, and wish to retrospectively ensure that all future template projects add in to your portfolio, you can do this too.

  1. Click in to your team
  2. Find the template you wish to edit (at the bottom of the screen, below members and projects listed within the team).
  3. Click the three dots and click edit template.
  4. This will take you to the “build your template” section. On the left handside, click on “3 - Settings”.
  5. At the bottom of the settings page, you can then enter the portfolio you wish your template project to always appear in.

Hope this helps!

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