Workshops

Progress11 / 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

Wrap-up

Discussion questions:

What other columns might your team want mirrored up to the Portfolio board?

e.g. Priority, Due Date, % Complete

Who's responsible for keeping your project's Status column accurate?

What would break if you renamed your Status labels later?

Common questions

Can I connect more than one board to the Portfolio board? Yes — each project typically gets its own row and its own connection. The Portfolio board is designed to aggregate many projects at once.

What if my project board needs to change its Status labels? Coordinate with your team lead first, since the Portfolio board's Mirror column may expect specific label names to display correctly.

Can I mirror more than just Status? Yes — repeat the Mirror column steps for any other column you want visible on the Portfolio board, such as Owner or Priority.