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Portfolio management

Portfolio management template

Advanced: Manage your product portfolio.

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Pre-installed apps


Priority Ratings

Set up a custom prioritization framework


Item Mirror

Mirror items across workspaces

Pre-installed workspaces

Release plan
Release plan
Release plan

Benefits that come from using this template

Connect feedback with product work

End-to-end product management

Build a strategic product roadmap

Powerful prioritization framework

Get started with the portfolio management template now

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About this full product portfolio management template

This multi-workspace template enables you to manage your product portfolio by mirroring items from individual product workspaces to a portfolio workspace.

The template includes three connected workspaces:

1. Product or team workspaces (2x): Manage your product management process: product strategy, backlog, prioritization, workflows, and roadmaps. 2. Product portfolio workspace (1x): Display selected items from the product or team workspaces in your portfolio to get a bird's eye perspective on priorities and releases.

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An empty workspace so that you can start from scratch.

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