When converting task to project, add newly created projected into selected portfolios

[Rashad_Issa]

Hi @Zachary_Goldman1

Welcome to the forum! This is a great idea and one that has been discussed previously on this forum. I added to posts where you can upvote as they represent what you are after.

Automatically add projects to Portfolios from project template

We organize our projects by portfolios. It would be helpful to be able to have project templates automatically added to portfolios based on specific criteria (company name, department, etc.)

And

Automation for adding projects to Portfolio

I believe there is a great opportunity to capture on Automation (Rules) within Portfolios. The suggestion would be to allow for Portfolios to be a bit more dynamic in their creation. By this I mean, the ability to add projects based on conditions such as, “all projects within x team” or “projects that x member is owner or collaborator of” I am sure there are other unique ways to define criteria to set a portfolio. I would be interested to hear what ideas the Community has in this regard!