Portfolios and programmes

Grouping jobs so the question 'how are we doing' has one answer.

In this lesson

One view of every job

Dina runs four fit-out jobs at once, and the board only ever shows her one. The portfolio is the screen that rolls them back together.

This one view gathers every live project under one roof — Mashrabeya’s whole delivery for the year, in a single list.

Programmes, inside a portfolio

Inside it sit programmes. A programme is a way to group jobs that move together: the same client, the same handover date, or the same team.

Here, one programme — Live Projects 2026 — links every active job.

The roll-up

Open it, and the picture changes. Completion, budget, the list of projects — all rolled up on one screen instead of four tabs.

The numbers you see here are not typed in. They climb as the work on each project moves, because every project underneath feeds this one view.

That matters when a client asks how things are going and you have thirty seconds, not thirty minutes, to answer.

The habit that matters

The habit worth building: when a new job starts, drop it into the programme it belongs to. A job sitting outside the portfolio is a job the owner is flying blind on.

What just happened

  1. One view of every job

    Dina runs four fit-out jobs at once, and the board only ever shows her one. The portfolio is the screen that rolls them back together.

  2. Programmes, inside a portfolio

    Inside it sit programmes. A programme is a way to group jobs that move together: the same client, the same handover date, or the same team.

  3. The roll-up

    Open it, and the picture changes. Completion, budget, the list of projects — all rolled up on one screen instead of four tabs.

  4. The habit that matters

    The habit worth building: when a new job starts, drop it into the programme it belongs to. A job sitting outside the portfolio is a job the owner is flying blind on.

Open portfolios Opens Taskity in your own project.

Next: Clients and the sales pipeline →

Put it into practice.

Boards, approvals, snags and client sign-offs — one platform your team will actually use.

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