Task creation from Portfolio View using tasks templates from each specific project

I would like to be able to quickly create tasks for projects in a portfolio from one button/menu selection. This should include all Task Templates for projects in the portfolio. for example, if you create a new task using template from project A, it will create the task in project A. Alternatively, you should be able to right-click/click the three dots next to each project and create a task/template from there.

This is a great suggestion, @Jeff_Kassel! I don’t think we have plans to implement this option in the near future but if I hear of something similar I’ll let you know. Thanks for your feedback!


Hi @Jeff_Kassel!

I like your ideas on how to make Portfolio view more functional with projects and tasks! This is another good idea so thank you for sharing and you have my vote!