Portfolio workflow settings

The portfolio workflow tab allows you to view and manage workflows across all boards within a portfolio. It helps you maintain consistency and control over how tasks progress across different projects and teams, all from one central location.

Access portfolio workflow

To view portfolio workflows:

1. Navigate to the Portfolio settings page
2. Select the Workflow tab from the left-hand menu.

Manage portfolio workflows

From the Workflow tab, you can review and manage workflows for each board in the portfolio.

Each row represents a board and includes:

• Board Name – Displays the name of the board included in the portfolio.
• Workflow Type – Indicates the workflow applied:
  • Board workflow: A custom workflow configured specifically for that board.
  • Site workflow: A standardized workflow shared across the organization.
• Actions – Manage workflows directly from this page:

1. Click Manage workflow next to a board.
2. You will be redirected to that board’s workflow settings

From there, you can:

• Customize workflow stages
• Update statuses