Using the Portfolio Board Effectively

Once your Portfolio Board is configured, it’s time to put it to work. This article covers how to add plans, update progress, and collaborate effectively. You’ll also find tips for keeping your board clear and actionable.

Adding and Managing Plans

You can easily add plans to your portfolio of work directly from the Portfolio Board. 

Create a New Plan from the Board

1. Click New Plan in the board header. The Add New [Plan Type} form will open. 
2. Enter plan details such as a name, its parent plans, etc.,
3. Click Add Plan. OnePlan will generate your new plan. Be sure to update the plan's metadata once it is generated. 

Tip: If the new plan doesn’t appear immediately, update its attributes in the Portfolio List view so it fits the board’s column and lane settings.

Updating Plan Status and Progress with the Board

Drag and drop cards between columns or lanes to update their category or stage.

You can also quickly update plan details and metadata from the Board. 

Click on the card you want to update, then select Quick Edit. 

Collaborating with Comments

Communication is built into the Portfolio Board:

Click the speech bubble icon on a card to add comments. 

Comments are saved with the plan for easy reference.

Best Practices for Visual Management

• Keep It Simple: Limit columns and lanes to avoid clutter.
• Use Color Coding: Make status and priority instantly visible.
• Review Regularly: Schedule weekly or monthly board reviews to keep data fresh.
• Highlight Key Metrics: Display fields that matter most to your team (e.g., Budget, Health, Benefits).

Troubleshooting Common Issues