Planning

Planning holds the three groupings that sit above an individual project. A cycle is a named time box with a start and an end date, such as a sprint or a month. An initiative is a named stream of work that can include tasks from several projects, and its card shows how many tasks are linked. A portfolio is a bucket of projects, so a programme or a department can be read as one health score on the Portfolios page. They are on one screen because they are the same decision viewed three ways.

• Cycles with a start and an end date, for sprints, months or any time box the team works to
• Initiatives that gather tasks from several projects into one stream, with a task count on the card
• Portfolios that group projects, so a programme reads as one health picture rather than a list
• Edit any cycle, initiative or portfolio with the pencil beside it, without leaving the page
• Link and unlink projects from a portfolio directly on this page

• A project can be linked to several portfolios, and unlinking it never deletes the project or its tasks.
• Deleting a cycle, an initiative or a portfolio removes the grouping. The tasks and projects it referred to survive.
• A cycle is only its name and dates. Changing them does not move or reschedule any task.
• These three groupings are shared across the whole workspace rather than personal. What you create here is what your colleagues see.

1. 1Open Planning from the sidebar. The three groupings are on one page.
2. 2Create a cycle and give it a start and an end date, so the team has a shared time box.
3. 3Create an initiative for a stream of work that crosses projects. Tasks are linked to an initiative through the API, and the card shows the count.
4. 4Create a portfolio and link the projects that belong to it.
5. 5Rename anything with the pencil beside it. Cycle dates can be edited the same way.

What is the difference between an initiative and a portfolio?

An initiative groups tasks by theme, and its card shows how many tasks are linked. A portfolio groups projects, and the Portfolios page scores it from the health of those projects. A project can sit in several portfolios.

Does a cycle move my tasks?

No. A cycle is a named time box. Changing its dates does not reschedule any task.

If I delete a portfolio, do I lose the projects?

No. Deleting a portfolio removes the grouping only. Every project and every task inside it is untouched and still reachable from Projects.

Can two people see different planning groupings?

No. Cycles, initiatives and portfolios belong to the workspace, so everybody with access sees the same set.