How to set up a Card View of tasks for one team member at the portfolio level

Michael_T

I'm trying to set up a kanban board for my team members so they know what work they have across multiple projects.

How do I do that?

Purnima Gore_PGPS

Hi @Michael_T

Create a report where all the projects are included.

then give access to the report. If a team member is shared to the original sheet, they will see it in the report, that can be viewed in the board view.

@Purnima Gore_PGPS

Michael_T

As Purnima said, create a Report.

Here's what I did.

I created a Report.

On the Sheets filter, I selected all the projects I'm managing.

On the Column filter I selected all the info I wanted to see on a Kanban Card:

• Sheet Name (project name), Target Start Date, Est Hours, Start Date, Status, Assigned To, and % Complete.
• Status is what created the swim lanes, Not Started, In Progress, Complete, etc.

On the Filter filter I chose:

• Assigned To
• Milestone equal to task (this customer column allows me to control what tasks are shown)
•