Product • overview

Portfolio product

Track objectives and align roadmaps across projects to keep teams focused on outcomes.

Looking for workflows? Explore Use cases or browse Features .

Who it’s for

  • Leads and managers coordinating multiple projects
  • Teams aligning delivery to business outcomes
  • Organizations that need a roadmap view across initiatives

Highlights

  • Objective tracking and progress visibility
  • Roadmap planning across projects
  • Portfolio-level reporting and alignment
  • Clear priorities without endless status meetings
Portfolio screenshot

Included features

Explore related feature pages to go deeper.

How teams implement this

Use this rollout as a practical starting point for your first workspace.

Plan sprint commitments with shared delivery context screenshot

Plan sprint commitments with shared delivery context

Set scope, estimate work, confirm dependencies, and commit the sprint in one place before execution starts.

Run execution with dependency and repo visibility screenshot

Run execution with dependency and repo visibility

Track active work, surface blockers, and keep code-adjacent delivery signals close to the sprint workflow so handoffs stay readable.

Review delivery progress without rebuilding the story screenshot

Review delivery progress without rebuilding the story

Use dashboards, activity history, and timeline views to explain progress, risk, and next steps to engineering, product, and leadership.

What teams improve first

These are common operational gains teams usually target after rollout.

Reduce manual status translation

Keep delivery signals, sprint progress, and project context in one operating layer so leads spend less time rebuilding updates for people outside engineering.

Illustrative example: Save 1–2 hours per week for engineering or delivery leads by turning live project data into faster weekly status reviews.

Catch dependency risk earlier

Bring timelines, blockers, and execution signals into the same workflow so the team can react before one late dependency cascades across the sprint.

Illustrative example: Prevent late re-planning and save 1–2 hours per squad per sprint by surfacing blocked or overloaded work sooner.

Tighten sprint planning

Run sprint planning with shared scope, estimates, and dependency context so planning meetings produce cleaner commitments and less rollover.

Illustrative example: Cut 30–45 minutes from planning or review ceremonies by reusing structured workflows instead of stitching together multiple tools.

Setup checklist

Start lean, then add more structure once the workflow is running.

  • Pilot one squad and one active release cycle before rolling the workflow out more broadly.
  • Define statuses, sprint cadence, owners, and priority rules that match your current delivery process.
  • Add fields for effort, dependency, risk, release scope, and team ownership before importing live work.
  • Connect GitHub and decide which repo events matter for delivery visibility and weekly review.
  • Build views for sprint planning, dependency timeline, workload review, and stakeholder-ready status updates.

Recommended workflows

See how teams apply this product in real scenarios.

Recommended templates

Copy and adapt these templates to kickstart your workflow.

FAQ

Is portfolio planning only for large organizations? +

No. Even small teams benefit from a simple objectives + roadmap view to stay aligned and communicate progress clearly.

Can we use this for OKRs? +

Yes. Objectives can be structured like OKRs and connected to delivery work for visibility.