Portfolio Management- View Lists as if they were tasks
T
Tracy Hawkins
For several use cases, we need a more robust portfolio dashboard. The portfolio dashboards basically needs to treat lists as tasks for the portfolio list. That way you could sort the lists in the portfolio in all the ways you can currently sort tasks in a normal list. You could also have custom fields and notes for the lists in the portfolio, etc etc etc.
ClickUp, please invest in making the portfolio dashboard much more functional. Thank you so much!
Log In
Sydney
Merged in a post:
List view of lists
M
Mark Kostner
We use lists as projects. A project manager is assigned to each list. There is no simple way for a project to view all the projects they are assigned to becuase we can not create a list view of lists. Essentially, what we need is a list of of lists filtered by who they are assigned to.
Hemant Kumar
Thanks for the feedback Tracy Hawkins. We are building Dashboard as a View but POrtfolio card is a top of mind item for us and already in the roadmap. Hopefully we'll get to it soon
T
Tracy Hawkins
This might also be relevant: Dashboard as a View
T
Tracy Hawkins
Also, choosing a folder in portfolio needs to dynamically show all the lists in that folder.
T
Tracy Hawkins