Select Projects to View

In the All Work tab, you can select the projects that you want to view on your board using the left sidebar. You can choose between displaying tasks from a single project, multiple projects, or viewing a project hierarchy.

In the Performance tab Portfolio View, you can use project filters to control the list of projects on the page. You can select to view a subset of projects that meet the selected criteria, a single project, or all projects that you have access to.

All Work Tab

Select a Single Project

To view a single project on your board, click on the Project Name in the left sidebar. Alternatively, you can also use Single Project Search to quickly navigate to and open a project.

When in the single project view, you can choose to view the project in full, or you can enter Task Group Mode (available in Kanban and Row Views).

If you are not in Task Group Mode, you can create new tasks using the Quick Add feature. Using Quick Add in single project view automatically associates the new tasks with the selected project (in other words, the Project field in the Task Details automatically gets populated based on the selected project).

Task Group Mode

When viewing a project in single project view in either Kanban or Row View, it is also possible to enter Task Group Mode. To do so, use the toggle at the top of Kanban or Row View.

Task Group Mode allows you to see the project organized into defined task groups. In this view, you can create new task groups, add tasks to task groups, and change the sort order of task groups within the project. You can learn more in the Task Groups category of the guide.

Select Multiple Projects

1. You can view multiple projects at once by clicking on the checkboxes that are located next to the project names in the left sidebar. To add a project to the board, click on its checkbox to select it. You can select as many projects as needed.
2. To deselect a project and remove it from your board, uncheck that project's checkbox.

Select Hierarchy

Projects may be nested in up to 5 levels of hierarchy with parent projects and sub-projects. When selecting to view the parent project, you will have the option to view all of the related sub-projects on the same board as well.

1. If you have a hierarchy of projects, in the left sidebar, locate the parent project and hover over it. Click on the More Actions button that appears.
2. Select Toggle Hierarchy from the dropdown. This will select to view or hide all projects in the hierarchy.

You can also use single project search to view project hierarchy. For example, you can search for the parent project in a hierarchy and then click on the Show hierarchy link that appears below in single project search. Selecting this option will display all associated child projects in the left sidebar. To hide the hierarchy, click on Hide hierarchy.

Performance Tab

Under the Performance tab, in Portfolio View, you can use the Project Filters menu to control the list of projects that you want to view. The list can be configured to display different project field information by adding or removing columns to/from the board.

Select a Single Project

To view a single project in the Portfolio View list, click on the Project Filters menu, select the Single Project Search option, and enter the name of the project in the field that appears.

Select Multiple Projects

It is possible to view a subset of projects that meet the defined criteria. The list of projects on the board is controlled with project filters, which can be accessed from the Project Filters menu. You can select one of the standard project filters (indicated by a green icon), a saved custom project filter (indicated by a pink icon), or create an entirely new project filter with the desired criteria (+ Add Project Filter option). You can read more about creating new custom project filters in the Create Custom Filters article.