Portfolio - Board

Visually track and manage your portfolio of work using a KanBan style board.

  • Introduction to the Portfolio Board

    This article explains what the Portfolio Board is, why it matters, and when to use it compared to other views like Roadmap or List.What is the Portfolio Board? The Portfolio Board is a visual tool designed to help you man...

  • Configuring the Portfolio Board

    The Portfolio Board is a powerful visual tool in OnePlan that helps you track and manage plans across your portfolio. By organizing plans into columns and lanes, you can represent different stages or categories and quick...

  • 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.A...