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21 docs tagged with "portfolio-item"

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Add Portfolio Items to Roadmap

Create portfolio items directly on roadmaps using quick-add for rapid entry or detailed forms for complete information capture in Board or Timeline layouts.

Assign Teams and Owners

Assign owners to portfolio items individually or in bulk, and understand team assignment inheritance from child backlog items.

Create Portfolio Items

Portfolio items can be created from the Portfolio Tree, sidebar quick-add, boards, roadmaps, or imported in bulk from Excel.

Manage Portfolio Item Lifecycle

Split partially completed portfolio items to move incomplete work forward and close completed portfolio items to manage the portfolio item lifecycle.

Manage Portfolio Items

Perform common management actions on portfolio items including closing, watching, and splitting items.

Track Portfolio Items

Track portfolio item progress using dashboards, multiple tracking views, and reports in Agility.

View and Track Portfolio Items

Access complete portfolio item details including description, attributes, child items, dependencies, attachments, and history through the details panel and multiple tracking views.