Workshops

Progress3 / 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

Review what the Portfolio board expects from connected boards

Open the Portfolio board and look at its columns before you build anything. Most Portfolio boards have one item (row) per project, plus columns that pull information up from each project's own board.

Look for these columns on the Portfolio board:

A Connect Boards column

This is what will link a Portfolio row to items on your new project board

A Status Mirror or rollup column

Pulls the current Status from the connected project board automatically

An Owner or People column

Shows who's responsible for the project

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Don't edit the Portfolio board's structure

It's shared across every team, so avoid renaming or deleting its columns. If something looks wrong or missing, flag it to your team lead rather than changing it yourself.