Add Folder to Portfolios and include all Lists in that Folder
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Shreyas
Currently Portfolio only supports adding individual lists. I have multiple folders with multiple lists under them.
I would like ability to have a Folder added to portfolio and all the child lists to rollup to the folder level.
This will help with better reporting at a glance.
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Marcus V Souza
4 years and still no update about this.
Danny Shor
Very important to me and all my clients. updating the portfolio widget every time just make them feel they cannot keep track of their work in ClickUp...
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M
The dashboard 'Portfolio' card does not automatically update/refresh to show all lists created AFTER the card is added to the dashboard. Every time a new list is created in a Space/Folder, you have to trudge back to the card, unprotect it, go into the settings and manually add it in. If adding multiple lists all the time to a Space/Folder then this is SO time consuming and tedious.
In addition the 'Include archived' option does not work well either. If items were already archived before the card is added to the dashboard then they don't appear to show. Only those archived once the card is added to the dashboard.
These seem like simple issues but when it's the best way to get an overview of all your Folders/Lists it's a major pain point!
Lily Chan
Merged in a post:
Include all lists that are in a folder to be included in a portfolio
Philip Ottenbreit
I am using one list per project and seeking to track a high-level 'project dashboard' that our stakeholders can see which projects are being worked on, what has stalled, etc. Including status per task was completely unwieldy for this purpose.
The "list color" is a great way to communicate the conclusion of where projects are at, and the portfolio allows stakeholders to see our projects by colour ('list status') as well as an extra simple glance at 'task completion' -> all in one line. Perfect.
However, the system breaks down because lists need to be individually added to / removed from the portfolio. Also, the portfolio is tucked away in a difficult to find location. I need to be able to 'favourite' the portfolio view, and include folders in the portfolio so that creating / deleting / moving lists between folders will automatically add or remove them from the portfolio view.
Thank you!
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Luke Burrell
I feel like this is actually a bug! Its so frustrating the folder does not show all the items within it. And if I use the other method, it does not remain updated when new lists are added despite the fact I selected the entire parent folder. both are a fail.
Pavel Shershniov
I want a Portfolio to include a folder, so it updates and it's lists are updated.
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jalzurut
In the Portafolio widget! I can see the progress of any Lists and Folders!, however It is possible to see the progress just by folders and the list as childs (expand view) (Folder->List)
Doug Burnett
Would LOVE this feature. You can do some of this in the dashboard but it's kinda messy.