The "Projects" tab is where all members of an organization can get a high-level assessment of Project health by seeing information such as the last date a Project was active, the last update from a Project, all with the ability to sort and group Projects based on what data is most important to you.
🗃️ Filtering, sorting, and grouping
Use flexible filters, groupings, and sorting functionality to view Project activity in a Sub-portfolio and/or Portfolio under the "Projects" tab.
🔎 Check out this tutorial to master filtering, sorting, and grouping so you can only see the most relevant data to you.
💡 PRO-TIP To save your filter, sort, and grouping choices, bookmark the URL so that when you pull up Productable, you'll have those choices saved.
🗄️ Nudging Project Members for a progress update
Waiting for a Progress Update from a Project team? Nudge all team members or a particular few for an update and they will receive a notification prompting action.
📞 Follow this tutorial to see how to get to the Nudge capability
➡️ Moving Projects and forcing Stage Changes
Projects can be moved between stages of idea maturity and can even be moved to other Portfolios.
📣 Forced Project movement to other Portfolios and Stage Change Requests need to be done by Productable. Work with your Success Team Lead to adjust Project Email support@beproductable.com for more questions or guidance.