Link the item to your Portfolio row · New Dev Onboarding: Build a Project Board Connected to the Team Portfolio — monday.com SE Workshops
Workshops
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Progress8 / 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
//Module 3: Connect Your Board to the Team Portfolio
Link the item to your Portfolio row
1
Click into the Portfolio Link cell on your top-level project item
2
Search for and select the matching row you found or created on the Portfolio board
3
Click Link
⚠️
Double check you're linking to the right row
If your project doesn't already have a row on the Portfolio board and you accidentally connect to someone else's, it'll surface your project's status on their row instead of yours.