Portfolio View

How To: See All Your Projects On One Screen

Have you ever gotten half way through a project and thought, what the heck have I actually accomplished here? Or worse, totally spaced out on the action items needed to get a project rolling in the first place? If you’re stuck, you can spend 30 minutes digging through your emails, compiling a list, and rehashing correspondence. Or you can just organize your projects in portfolio view in Hive

Portfolio is Hive’s newest view, built to bring all of your projects and actions into one concise screen. Why is that important? A few reasons. Bringing all of your tasks and projects onto one screen can help reduce anxiety — when we’ve got all of our tasks and corresponding information in front of us, it helps our brains process next steps for tackling these items. List and organization of tasks can also help breed creativity, and portfolio view is the ultimate organization goldmine. Who wouldn’t want reduced anxiety, increased effectiveness and improved creativity?

To access your portfolio view, and generate serenity and creativity, just click on the grid to the left of your My Actions list:

Portfolio View Access

 

Once you’ve navigated to portfolio view, this is what your screen will look like:

Portfolio View Screen

Think of portfolio view this way: you’ve got your projects listed vertically on the left, and fields plus individual tasks on the horizontal axis. What are fields, you ask? Fields are the basics of an individual project, and include description, project due date, status, and status description. If you want to get creative, you can even add custom fields at the project level.

Custom Fields

Portfolio view makes it easy to see which tasks have been completed within certain projects, which tasks are consistent across projects (i.e. if you have two types of projects and “Design marketing assets” is a task in each of them) and which tasks are overdue. From portfolio view, you can click into individual projects and explore them in more detail in Kanban, Gantt, table or calendar view. The sky’s the limit with custom fields, too — you can add as much information as you want into your individual portfolio view.

And we’re constantly working to make everything in Hive better, including portfolio view. Some of the newest features? The ability to both filter and sort — filter means you can only include certain types of projects in your view, and sort is an alphanumeric for projects and tasks. You can also re-order your individual tasks easily by dragging and dropping them into the order you prefer. Coming soon: ability to sort by milestone, which are an easy way to track major accomplishments on your project, and can be designated easily on each action card.

Select Milestone

 

Have you used portfolio view? Do you have any requests for new features? Let us know in the comments below.