Convert portfolio to tasks?

When I have created a portfolio with a plan on what should be worked on - how can I then convert that into a project with tasks that I can then complete together with my team?


I understand I can import tasks into a portfolio, but I'm interested in the other way around.

1 answer

1 accepted

1 vote

Hey Patrick, the other way around you can do "Create and link issues". This is available in the dropdown of each work item, if you trigger it on an epic or an initiative, you can then create everything underneath in bulk. 

image2015-12-2 10:17:48.png


If you are using sprints, there is also a second way to do it, by clicking the sprints label in the stories view and choosing "Create issues in project" 

image2015-12-2 10:19:11.png


In both cases it will open a dialog allowing you to choose the issue type and some more options of what you want to set on the issues

This essentially after creating like this, you'll have the same linking as when importing existing issues into the plan, so you can push changes onto these issues by using "Plan > apply updates to projects", and pull in plan updates and tick off completed work by doing Plan > Update from date (which also sets a new start date for the schedule and plans forward from there) 

Suggest an answer

Log in or Join to answer
Community showcase
Emilee Spencer
Published Friday in Marketplace Apps

Marketplace Spotlight: DeepAffects

Hello Atlassian Community! My name is Emilee, and I’m a Product Marketing Manager for the Marketplace team. Starting with this post, I'm kicking off a monthly series of Spotlights to highlight Ma...

50 views 0 3
Read article

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot