Feature Request: Workflow Functionality for Portfolios

Hey, I’d love to see the customizable workflow features available within a project applied to a portfolio. Really the exact same available set of automated rules and actions would be great, particularly being triggered by 1) being added into a portfolio or 2) moving from one section to another.

This feature is so powerful that I managed our non-profit’s portfolio as tasks within a project in board view instead of projects within a portfolio for a long time, and I still really miss some of that automated task generation and communication.


A post was merged into an existing topic: Rules for Portfolios or Projects

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