Intro to Portfolios
Learn how portfolios in TaskFord help organize related boards and projects for high-level project tracking.
Portfolios are the second level in the TaskFord hierarchy. They group related boards and projects together, giving you a high-level view of work across multiple initiatives.
Use portfolios to organize work by team, department, product area, client, or business goal. This helps you track progress across projects and understand how different boards contribute to larger objectives.
Core features for portfolio management
Portfolios give you a central place to manage related boards and projects. Instead of opening each board separately, you can review progress, timelines, workload, and key project information from a higher-level view.
Use portfolio management features to keep teams aligned, identify risks earlier, and track work across multiple initiatives.
| Feature | Description |
|---|---|
| Multi-project board | View related projects together in one place, including their status, progress, and key details. |
| Portfolio Gantt view | Review project timelines visually to identify overlaps, schedule conflicts, and delivery risks. |
| Workload management | Monitor team capacity across multiple projects to help prevent overbooking, burnout, and delays. |
| Dependency tracking | Track connected tasks and see how delays in one project may affect other work. |
| Time tracking | Compare planned and actual time to better understand progress and improve delivery predictability. |
| Dashboard | View real-time reports and project insights for progress reviews, leadership updates, and performance tracking. |