Workshops

Progress5 / 11

Introduction

Module 1: Find and Understand the Team Portfolio Board

Module 2: Create Your Project Board

Module 3: Connect Your Board to the Team Portfolio

Module 4: Verify the Connection

Module 5: Debrief and Next Steps

Add your core columns

Add each of the following columns:

Add a Status column

Use labels like Not Started, Working On It, Stuck, Done — match your Portfolio board's expected labels if it has specific ones

Add a People column — name it Owner

Add a Timeline column — name it Project Dates

Add a Numbers or Priority column if your team tracks it

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Match your Status labels to the Portfolio board

If the Portfolio board's Mirror column expects specific Status labels (e.g. exactly "Working On It" and "Done"), your board's Status column needs to use those same labels, or the rollup won't display correctly.