How do I set boards as templates for Portfolio projects?
I have templates set in the usual way:
But they don’t show up when creating a new portfolio project:
Or when using a Portfolio automation:
Hi Christine,
I think that you need to create your template from a project, not from a board.
You have to “create a project” in your workspace first, then to select the project and choose “Save as template”.
It will keep the project icon
instead of the template icon
but it is a template and it will be made available in the list when you create a project directly within the portfolio.