Manage a Portfolio of Projects with this Template

Just getting started on your project management journey? Hive has you covered. As a project management and collaboration tool, we’ve seen many, many simple projects come and go through Hive.

We’ve boiled down those insights and feedback we’ve received to create a template built to help you manage a portfolio of projects (at any size, any timeline, and any budget).

Use this template to understand some of the basic functionality in Hive, how to structure your projects, and the overall project planning process. Even if you’ve never worked with a project management tool before, this is the first step to get you set up in Hive correctly.

If you don’t have an existing Hive account, you’ll need to visit this link and create your Hive workspace. From there, templates will be available to use when you create a project, or from the blue “?” in the upper right corner of your workspace. Just click on “Template Library” to navigate to our pre-saved project template list.

Why do you need a project portfolio template?

Managing multiple projects requires effective communication and documentation to ensure everyone is on the same page. Setting clear goals and timelines for each project helps prioritize tasks, which is what we’ve outlined with this template.

This template is designed to help you:

  • Organize multiple concurrent projects in Hive
  • Understand timelines and project views
  • Manage teammates time and effort

First, start by prioritizing larger projects and adding them into Hive as projects. From there, you can add individual action cards that will build up and help with completion of the initiative as a hole.

If you’re managing multiple projects, it’s best to create a schedule to keep track of deadlines, which is why we love Calendar View or Gantt Chart when looking at multiple projects.

Assigning dedicated project managers who can oversee each project ensures better coordination and efficient resource allocation, which we’ve added into this template. Regular communication, documentation, and utilizing Hive’s collaborative features will help contribute to smooth project flow – we recommend turning on Hive Chat if you haven’t tried it out yet.

This template includes:

  • Multiple projects
  • Initiative-based tasks
  • Statuses
  • Action assignments

Once you kick off a project from this template, you’ll be able to edit all of the tasks, subtasks, due dates, and assignees to fit your specific workflow. If it’s easier, you can just use the template as inspiration or a starting point, and create a separate project based on the part of the template that works for you.

To access this template, visit the blue “?” in the upper right corner of your workspace. Click “Template Library” and choose your desired template from the drop down.

Want to learn more about Hive? We’ve got you covered. Hive University is a great place to start, as are our weekly demos and webinars, which you can learn more about here.