Add and Organize Items
Add portfolio items, work items, and organize your portfolio hierarchy using drag-and-drop operations in the Portfolio Tree.
Add portfolio items, work items, and organize your portfolio hierarchy using drag-and-drop operations in the Portfolio Tree.
Filter the Portfolio Tree by attributes like owner, status, type, strategic theme, or custom fields to focus on specific portfolio segments and planning scenarios.
Assign owners to portfolio items individually or in bulk, and understand team assignment inheritance from child backlog items.
Split partially completed portfolio items to move incomplete work forward and close completed portfolio items to manage the portfolio item lifecycle.
Assign or unassign owners to multiple portfolio items, requests, and issues in bulk from the Portfolio Tree.
Drag and drop portfolio items within the Portfolio Tree to change parent relationships, adjust priority ranking, or reorganize strategic structure.
The Portfolio Tree defines and manages high-level features from strategic planning through delivery by breaking large initiatives into components, prioritizing work, and tracking progress.
The Portfolio Tree organizes portfolio items in a hierarchical structure for defining, prioritizing, and tracking features from strategic initiatives down to team-deliverable components.
Learn what types of items you can add to the Portfolio Tree, including portfolio items, backlog items, defects, and test sets.
This artilce explains what items can be included as part of the Portfolio Tree