How To Connect A Trello Portfolio Board To Project Boards

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Trello is a popular project management tool that allows teams to collaborate and organize tasks effectively. One of the key features of Trello is its ability to connect portfolio boards to project boards, which can help streamline workflows and improve productivity.

Introduction

In this article, we will discuss how to connect a Trello portfolio board to project boards. We will cover the benefits of doing so, as well as the steps involved in setting up the connection. By the end of this article, you should have a clear understanding of how to use Trello’s portfolio and project boards to manage your team’s work more efficiently.

Benefits of Connecting Portfolio Boards to Project Boards

Connecting Trello portfolio boards to project boards can provide several benefits for teams. Firstly, it allows for better visibility and transparency across multiple projects. By connecting portfolio boards to project boards, team members can easily see the progress of each project and identify any bottlenecks or issues that may be causing delays.

Secondly, connecting portfolio boards to project boards can help teams prioritize tasks more effectively. By having a clear view of all projects in one place, team members can easily determine which tasks are the most important and urgent, and allocate resources accordingly.

Thirdly, connecting portfolio boards to project boards can improve communication and collaboration among team members. By having all project information in one place, team members can easily share updates, ask questions, and collaborate on tasks without having to switch between multiple boards or tools.

Steps to Connect Portfolio Boards to Project Boards

Now that we have discussed the benefits of connecting portfolio boards to project boards, let’s go through the steps involved in setting up the connection. Here are the steps you need to follow:

  1. Create a Trello account if you don’t already have one.
  2. Log in to your Trello account and click on “Boards” in the top navigation bar.
  3. Click on the “Create Board” button and select “Portfolio” as the board type. Give the board a name and description, and add any team members who will need access to it.
  4. Once you have created the portfolio board, click on “Boards” in the top navigation bar again and select the project board that you want to connect to the portfolio board. Click on the “Show Menu” button in the top right corner of the board and select “Settings.”
  5. In the settings menu, scroll down to the “Power-Ups” section and click on “Portfolio.” Select the portfolio board that you created earlier and click on “Save Changes.”
  6. Repeat steps 4 and 5 for any other project boards that you want to connect to the portfolio board.

Conclusion

In conclusion, connecting Trello portfolio boards to project boards can provide several benefits for teams, including better visibility and transparency, improved prioritization of tasks, and enhanced communication and collaboration. By following the steps outlined in this article, you can easily set up the connection between your portfolio and project boards and start reaping the benefits of this powerful feature.