Automatic portfolio update
Jeremy
All my teams currently use the project portfolio. New projects in list mode are added regularly to the various folders. The problem is that we have to update the porfolio manually each time to get the latest updates.
When updating the portfolio, can you add the lists contained in the selection (Folder)?
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Matt Belanger
This is exactly what I'm here for. If I say the Data Source for a Portfolio card is all the Lists in a specified Folder, I don't mean just the Lists that are currently in the Folder. I want the portfolio to dynamically change to display all the Lists in the Folder.
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Mikael Ingeman
A dashboard that can't automatically update is... A bit useless - Until it becomes a feature that a dashboard can automatically update my business isn't going to use much more Clickup :(
Automatically updating it is kind of the essence of a dashboard...
Holly Jacobs
Agreed, exactly what I'm looking for. I'd like the portfolios to update automatically if a new list is added to the folder.