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Has anyone used Portfolio for a customer implementation?

I am looking to be able to essentially have a template where I can create a Jira ticket with sub tasks and have those sub tasks inherit dates automatically based on the Go Live Date and to be able to automatically assign the tasks to a specific person and/or team as we can have up to 5 teams involved depending on what the customer purchases.

Portfolio looks like I can easily manage dates and assignments, but I am not sure it will do exactly what I want and I am not sure it will support a template with sub tasks or similar way to quickly get everything created.

If there is a better way to manage this, I am all ears!

 

1 answer

0 votes
Benjamin Community Leader Jun 15, 2020

Hi @monty.h - might want to post this question in Jira group since portfolio is integrated as part of Jira. Also, the jira members could possibly help you there. 

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