A multi-project kanban board for PMOs and project managers running portfolios across teams in Taskade.
What's Included
- Portfolio Board: Not Started, In Progress, At Risk, Blocked, Complete columns on a Board view
- Project Swimlanes: One row per active project with milestones as cards
- AI Risk-Flagging Agent: AI agent reviews milestone slippage and flags at-risk projects
- Weekly Status Automation: Every Friday, automation rolls up project status into an executive summary
- Portfolio Gantt View: Same data renders as a Gantt view for cross-project dependencies
Why This Template Wins
- Risk flagged early: Agent surfaces slippage from milestone history — PM catches before exec asks
- Weekly status zero-touch: Auto-rollup means PMs spend Friday on judgment calls, not slide-building
- Cross-project dependencies visible: Gantt view exposes hand-offs that single-project boards hide
How to Use
- Clone this template into your Taskade workspace
- Add active projects as swimlanes with milestones as cards
- Connect your team's tools — Jira, Linear, Asana
- Train the AI Risk-Flagging Agent on past slippage patterns
- Set up automation triggers for weekly status, milestone-slip alerts, and exec rollups
FAQ
Does this work for one PM and a PMO of ten?
Yes. Solo PMs run all swimlanes; PMOs assign project ownership via role-based permissions.
Can the agent forecast project completion?
Yes. Agent reviews milestone velocity and projects realistic completion dates with confidence ranges.
What plan supports a multi-team PMO?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds cross-portfolio analytics.
CTA
Try this template free in Taskade. For tool integration, see /learn/automation/automations-execution. Pair with Project Flow Templates. Browse PMO apps in the Community Gallery.