A
Angie Seseri
Including ability to filter by tags i.e. i want to see the rolling roadmap for associated products but dont want to keep going in and updating the filters so want tags and other fields to be visible here instead of just archived
Daniel Phillips
This would be incredibly helpful
Joan Keith
Would love to filter by assignee in the portfolio widget with a "me mode" option as well. I have been using me mode in almost all of our dashboards so users don't have to create individual dashboards or views. This has grealty increased user activity in Clickup as inexperienced users now have a single point of access to navigate the various projects affiliated with their departments. They don't have to be bothered going in and out of folders and having to relearn how to navigate ClickUp when a projects periodically popups for their teams.
In addition, it would be even better if we could have the ability to add columns and filter on custom fields as well. For example, I created a custom people field called "Team View" in which we assign only teams representing a particular department that we would apply to tasks, lists, etc.. This ensures we only have to select one option instead of individuals and ensures items appear in that departments dashboard. Would be awesome to use that field to create a portfolio card on the dashboard showing high level project status by each team assigned in our custom "team view" field instead.
Lily Chan
Merged in a post:
Filtering and Sorting for Portfolio Card
Christian T.
Portfolio view is currently the only way to view a List of Lists along with list-level information such as Owner, Due Date, Priority, Status, etc... but it would be very helpful to be able to filter by assignee, color, etc..., and to sort by more than one column at a time.
Lily Chan
Merged in a post:
Filter Portfolio Items
Jessica Vodden
We LOVE the portfolio card as it gives us the ability to have a high level view of our projects. However, it would be nice if we could filter by the list owner so that our project managers could create personal dashboards with only their own projects instead of seeing everyone's.
Lily Chan
Merged in a post:
Portfolio sort by assignee
C
Cortney Gardner
Would love to be able to sort by assignee on portfolios
Lily Chan
Merged in a post:
Sort by List color in Portfolio
Thomas Helderop
This will let you see how many Lists are in each color
Lily Chan
Merged in a post:
Auto Sort in Portfolio Dashboard
B
Bently Elliott
I have a dashboard displaying lists of all of our projects that I would like to sort alphabetically. There is only a manual drag and drop sorting function and, sorry to say, it's awful and drives me crazy because it just doesn't work.
Just throwing it out there ... thanks!
Justine Dechaine
Would like the ability to add multiple Portfolio widgets with different filters for each, based on Project Owner for example.
G
Gaby Padilla
add Custom Fields as Filters or Assignee as filter for Portfolio
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