Teamwork Projects New Portfolio Feature + Other June Updates

Teamwork Projects is helping teams run their business in a more organized and better way. This is done with powerful but simple-to-use features that can be accessed in no time. In May, the development team focused on triggers and other automations to save time. This June, users now have more options to view their data, look at exactly the information they want to see, and also export only the right and useful data. New features include Portfolio, default columns, an updated Quickbooks export, and more.

Introducing Portfolio

Teamwork Projects launched Portfolio based on the successful reception of the Board View for Tasks feature. Taking the concept of visual workflow further, and based also on user feedback, Portfolio is now available to users on the professional plan and higher. This feature allows project managers, as well as program managers and other executive-level officers to easily get a high level overview of the company’s projects. With Portfolio, users can quickly add projects to a board, see its project summary and other details to assess its progress.

How to Use Portfolio

Users can get started on having their Portfolio by first going on the Projects menu, then choosing the Portfolio tab. They should then add a board, give it a name, and then start adding columns. Columns can represent the status or a stage of a project. By clicking the Show Backlog button, the list of projects will be displayed, and users can drag and drop a project into a column. Now, each card represents a project, and by clicking the card, more details such as project summary can be instantly viewed. Other details to see are:

  • number of overdue tasks
  • number of completed tasks
  • performance of individual team members
  • items on the task board
  • project trend, and more.

Latest Updates – Default Columns

Teamwork Projects June updates also include other improvements. For example, users now can create default columns whenever they create a new board within a project. They can set the names and color of the default columns, so they do not have to add this every time. To create these columns, go to Settings on the top right, select Templates, and scroll down to Default Board Columns.

Collapse/Show Card Details

Another useful update is the ability to collapse or show card details in the Board View. This feature is particularly useful whenever users have a great number of cards in their board. Collapsing the cards allows them to scan the board faster for specific cards. They can then click on the Show Card Details button to read details like due dates, priority, and other information whenever they want.

Quickbooks Export Update

Quickbooks export was possible already previously but the latest update makes it easier to set the default product/service column. If users have to set the default product/service line on a per item basis before, now they can set it on the Quickbooks invoice modal window, and it will be applied to all exported items. Also, users can now apply a filter before exporting from the list view of the Projects tab. Before, everything on the list is exported. Now, users can create a filter first, and then just export what is on the filtered list.

Teamwork Projects continues to work on existing features that can benefit how their customers work. They are also working on new features on the dashboard and on the Gantt chart that will be available soon. To learn more about the latest updates and other feature announcements, visit Teamwork also on Twitter, Facebook or LinkedIn.


Recommended Project Management Software

If you’re interested in learning more about top rated project management software, the editors at Project-Management.com actively recommend the following:

1 monday.com

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monday.com Work OS is the project management software that helps you and your team plan, execute, and track projects and workflows in one collaborative space. Manage everything from simple to complex projects more efficiently with the help of visual boards, 200+ ready-made templates, clever no-code automations, and easy integrations. In addition, custom dashboards simplify reporting, so you can evaluate your progress and make data-driven decisions.

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2 ClickUp

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ClickUp is one of the highest-rated project management tools today. Use Docs, Reminders, Goals, Calendars, Chat, scheduling, assigned comments, custom views, & more with this all-in-one project management tool.

Used by 800,000+ teams in companies like Airbnb, Google, and Uber, it brings all of your projects into a single app! Built for teams of all sizes and industries, Our fully customizable & proprietary features make it a must-have for anyone wanting to keep project management in one place.

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3 Smartsheet

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Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management.

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