We’re attempting to connect a large number of boards to a Portfolio, but only some of our boards are able to be added while others are not. We don’t know the setting/reason why the portfolio doesn’t see the boards we want to add - anyone know what we need to do to connect the board to the portfolio?
I also have this issue and in the call they explained how to change current boards into projects but I totally forgot to screenshot it! I hope someone will chime in.
Hey there!
Great question about connecting boards into a portfolio view. The answer is actually covered in the first episode of our brand new Aulysius Corner series, launched specifically to tackle your questions!
Our team of monday com wizards dives deep into this topic at the very beginning of the video. You can jump right in at the [00:00] mark to see what options there are for creating a portfolio view of your boards.
We cover a bunch of other mysteries in this episode too, so if you have any lingering questions, be sure to check it out:
- Go to Youtube
- Search → Aulysius Corner - Providing answers to monday com Community
- Get your problem solved!
Hope this helps!
~ Aulysius Corner Rep