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Work with portfolios

This guide walks you through how to manage and organize portfolios in TaskFord, including updating details, controlling visibility, and keeping your portfolios structured and easy to access.

In this section, you’ll learn how to manage and organize your portfolios, including how to update details, control visibility, manage access, and keep your portfolio list organized.

Edit portfolio details

Who can use this feature?

Only Portfolio Admins can edit portfolio details.

To edit portfolio details:

  1. Access Portfolio settings in two ways:

Option 1: From the sidebar

  • In the sidebar, locate the desired Portfolio.
  • Click the three vertical dots (⋮) that appear next to the Portfolio name.
  • Select Settings from the dropdown menu.

Option 2: From the Portfolio header

  • Go to the desired Portfolio space.
  • Click the vertical dots (⋮) in the Portfolio header.
  • Select Settings from the dropdown menu.
  1. In the left panel of Portfolio settings, select the General tab. From here, you can update:
  • Avatar: Change the portfolio icon.
  • Portfolio name: Update the name.
  1. Click Save to apply your changes.

Delete a portfolio

Who can use this feature?

Only App Admins / Portfolio Admins can delete a portfolio.

You can delete a portfolio in several ways, depending on where you are in the app.

Option 1: From the Portfolio settings

  1. Access Portfolio settings in two ways:

Option 1: From the sidebar

  • In the sidebar, locate the desired Portfolio.
  • Click the three vertical dots (⋮) that appear next to the Portfolio name.
  • Select Settings from the dropdown menu.

Option 2: From the Portfolio header

  • Go to the desired Portfolio space.
  • Click the vertical dots (⋮) in the Portfolio header.
  • Select Settings from the dropdown menu.
  1. In the left panel of Portfolio settings, select the General tab.
  2. Click to remove the portfolio.
  3. Confirm the deletion when prompted.

Option 2: From the sidebar

  1. In the sidebar, locate the Portfolio you want to delete.
  2. Click the three vertical dots (⋮) next to the board name.
  3. Select Delete from the dropdown menu.

Option 3: From the All Portfolios screen

  1. In the sidebar, click View all portfolios to open the All portfolios screen.
  2. In the Actions column, click three vertical dots (⋮).
  3. From the dropdown menu, select Delete to remove the portfolio.

Change portfolio privacy

Who can use this feature?

Only Portfolio Admins can change portfolio privacy.

  1. Access Portfolio settings in two ways:

Option 1: From the sidebar

  • In the sidebar, locate the desired Portfolio.
  • Click the three vertical dots (⋮) that appear next to the Portfolio name.
  • Select Settings from the dropdown menu.

Option 2: From the Portfolio header

  • Go to the desired Portfolio space.
  • Click the vertical dots (⋮) in the Portfolio header.
  • Select Settings from the dropdown menu.
  1. In the left panel of Portfolio settings, select the Access tab.
  2. Update the Porfolio privacy as needed.

Add to starred

Who can use this feature?

Anyone who has access to a portfolio can add it to Starred.

Starred portfolios help you quickly access the portfolios you use most. Your Starred list is personal, other members in your workspace cannot see or access your favorites. There is no limit to how many portfolios you can star.

You can add a portfolio to Starred in two ways:

Option 1: From the sidebar

  1. In the sidebar, locate the portfolio.
  2. Click the three vertical dots (⋮) next to the portfolio name.
  3. Select Add to Starred.
Learn more

To remove a portfolio from Starred, follow the same steps and select Remove from Starred.

Option 2: From the portfolio header

  1. Open the desired portfolio space.
  2. Click the Star icon in the header.
Learn more

Click the icon again to remove it from Starred.

Copy a portfolio link

Who can use this feature?
  • Anyone with access to a portfolio can copy its link.
  • A shared link can only be viewed by users who already have permission to access that portfolio.

Copying a portfolio link allows you to share direct access with collaborators or reference the portfolio outside of TaskFord.

You can copy a portfolio link in two ways:

Option 1: From the sidebar

  1. In the sidebar, locate the portfolio you want to copy link.
  2. Click the three vertical dots (⋮) next to the portfolio name.
  3. Select Copy link from the dropdown menu.

Option 2: From the portfolio header

  1. Go to the desired Portfolio space.
  2. Click three vertical dots (⋮) in the board header.
  3. Select Copy link from the dropdown menu.

Open a portfolio in a new tab

Who can use this feature?

Anyone who has access to the portfolio can open it in a new tab.

Opening a portfolio in a new tab allows you to keep your current page open while viewing another portfolio side by side.

To open a portfolio in a new tab:

  1. In the sidebar, locate the portfolio you want to open.
  2. Click three vertical dots (⋮) next to the board name.
  3. Select Open in new tab from the dropdown menu.

Browse portfolios

Browsing portfolios allows you to view and explore all portfolios you have access to. This helps you quickly locate portfolios across different teams and initiatives.

To browse portfolios:

  1. In the sidebar, go to the Portfolios section.
  2. Click View all portfolios to open the full list screen.

From here, you can explore all portfolios visible to you.