How To Connect A Trello Portfolio Board To Project Boards

How To Articles

Linking a Trello Portfolio Board to project boards can significantly improve your project management experience. As a frequent user of Trello for handling multiple projects, I can attest that this capability has truly transformed my approach. In this article, I will walk you through the steps of connecting a Trello Portfolio Board to project boards, sharing my own advice and perspectives throughout the process.

What is a Trello Portfolio Board?

Before diving into the details, let’s quickly go over what a Trello Portfolio Board is. A Trello Portfolio Board is a powerful tool that allows you to get a high-level overview of multiple projects in a single board. It is designed to help you visualize and manage the progress, timelines, and dependencies of all your projects in one central place.

Step 1: Create a Trello Portfolio Board

The first step is to create a Trello Portfolio Board. To do this, log in to your Trello account and navigate to the dashboard. Click on the “Create new board” button and choose the “Portfolio” option. Give your portfolio board a name and click on “Create” to proceed.

Step 2: Add Project Boards to Your Portfolio

Once you have created your Trello Portfolio Board, it’s time to add your project boards to it. To add a project board, click on the “Add project boards” button on your portfolio board. This will open a dialog box where you can search for and select the project boards you want to include. Select the desired project boards and click on “Add” to add them to your portfolio.

Step 3: Organize and Customize Your Portfolio Board

Now that you have added your project boards to your portfolio, it’s time to organize and customize your portfolio board according to your needs. You can rearrange the order of the project boards by simply dragging and dropping them. You can also create lists and labels to further categorize and organize your projects.

One useful tip here is to use color-coded labels to indicate the status of each project. For example, you can use green for “On Track,” yellow for “In Progress,” and red for “Delayed.” This visual representation will help you quickly identify the status of each project without having to dig into the details.

Step 4: Track Progress and Dependencies

Now that your Trello Portfolio Board is set up and organized, it’s time to start tracking the progress and dependencies of your projects. One of the most powerful features of a portfolio board is the ability to see the overall progress of all projects at a glance. You can use the progress bars and due date indicators to quickly identify any bottlenecks or delays.

Another useful feature is the ability to link cards between different project boards. This allows you to establish dependencies and track the impact of changes across projects. For example, if a task in one project is delayed, you can easily see how it affects the timelines of other projects.

Conclusion

Connecting a Trello Portfolio Board to project boards is a great way to streamline your project management process. By providing a high-level overview and allowing you to track progress and dependencies, a portfolio board can greatly enhance your ability to manage multiple projects efficiently. I hope this article has provided you with a comprehensive guide on how to connect a Trello Portfolio Board to project boards. Give it a try and experience the benefits firsthand!