---
metadata:
  - name: generator
    content: Diplodoc Platform v5.47.3
alternate:
  - https://yandex.com.tr/support/tracker/en/manager/update-portfolio-status.md
---
> **Documentation Index:** Fetch the complete configuration index at https://yandex.com.tr/support/tracker/en/llms.txt

# How to update a portfolio status

We recommend keeping the portfolio status up to date and periodically adding comments about the work progress.

### Changing the status {#status}

To update the status, change the value of the **Status** field in the right panel.

{% cut "Available statuses" %}

- **New** — the portfolio has been created, but work hasn't started yet.
- **In progress** — work on the portfolio's projects is underway.
- **Complete** — work on the portfolio's projects has been completed successfully.
- **Postponed** — the portfolio's projects are currently not relevant, and work has stopped.
- **At risk** — the projects may exceed their deadlines, or the results may differ from what's expected.
- **Blocked** — work on the projects is on hold, and achieving the result depends on external circumstances.
- **Planned** — the projects' progress is in line with the planned schedule.
- **Draft** — a preliminary version of the portfolio.
- **Canceled** — work on the portfolio's projects has stopped.

{% endcut %}

### Adding a comment {#comment}

1. On the portfolio page, open the **Updates** tab.

1. <!-- source: en/_includes/markup/edit-comment.md -->
   Write your comment in the editing area. {#add}
   <!-- endsource: en/_includes/markup/edit-comment.md -->

   <!-- source: en/_includes/markup/edit-comment.md -->
   In the comments section, you can use [text markup](https://yandex.com.tr/support/tracker/en/user/markup.md) and attach images and files. {#markup}
   <!-- endsource: en/_includes/markup/edit-comment.md -->

1. To change the goal status when sending a comment, select a new status above the editing area.

1. To invite other users to discuss the portfolio:

   1. <!-- source: en/_includes/markup/edit-comment.md -->
      In the bottom part of the comment entry field, click <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="currentColor" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><path d="M8.219.531A7.49 7.49 0 0 0 2.78 2.625 7.56 7.56 0 0 0 .5 8.063c0 3.687 2.719 6.906 6.375 7.437H7c.344 0 .656-.25.719-.625a.741.741 0 0 0-.625-.844C4.187 13.594 2 11.031 2 8.062c0-1.656.625-3.218 1.813-4.343C5 2.563 6.5 1.969 8.155 2.03 11.375 2.125 14 4.937 14 8.344v.594c0 .75-.625 1.374-1.375 1.374a1.367 1.367 0 0 1-1.375-1.374V5.28c0-.406-.344-.718-.75-.718a.771.771 0 0 0-.75.625 3.23 3.23 0 0 0-2-.688c-1.938 0-3.5 1.594-3.5 3.5 0 1.875 1.563 3.469 3.5 3.469.938 0 1.813-.406 2.438-1.031.53.78 1.406 1.312 2.437 1.312A2.887 2.887 0 0 0 15.5 8.875v-.531C15.5 4.156 12.219.625 8.219.53zM7.75 10c-1.125 0-2-.875-2-1.969s.875-1.969 2-1.969c1.094 0 2 .907 2 1.97 0 1.093-.906 1.968-2 1.968z"/></svg></svg> **Invite**. {#summon-button}
      <!-- endsource: en/_includes/markup/edit-comment.md -->

   1. <!-- source: en/_includes/markup/edit-comment.md -->
      Enter the login or name of the user you want to invite to the comments. To add another user, click <svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="currentColor" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16"><path d="M8.219.531A7.49 7.49 0 0 0 2.78 2.625 7.56 7.56 0 0 0 .5 8.063c0 3.687 2.719 6.906 6.375 7.437H7c.344 0 .656-.25.719-.625a.741.741 0 0 0-.625-.844C4.187 13.594 2 11.031 2 8.062c0-1.656.625-3.218 1.813-4.343C5 2.563 6.5 1.969 8.155 2.03 11.375 2.125 14 4.937 14 8.344v.594c0 .75-.625 1.374-1.375 1.374a1.367 1.367 0 0 1-1.375-1.374V5.28c0-.406-.344-.718-.75-.718a.771.771 0 0 0-.75.625 3.23 3.23 0 0 0-2-.688c-1.938 0-3.5 1.594-3.5 3.5 0 1.875 1.563 3.469 3.5 3.469.938 0 1.813-.406 2.438-1.031.53.78 1.406 1.312 2.437 1.312A2.887 2.887 0 0 0 15.5 8.875v-.531C15.5 4.156 12.219.625 8.219.53zM7.75 10c-1.125 0-2-.875-2-1.969s.875-1.969 2-1.969c1.094 0 2 .907 2 1.97 0 1.093-.906 1.968-2 1.968z"/></svg></svg> **Invite** again. {#summon-login}
      <!-- endsource: en/_includes/markup/edit-comment.md -->

   <!-- source: en/_includes/markup/edit-comment.md -->
   {% note tip "" %}

   You can set up notifications for summons in comments. For more information, see [Setting up subscriptions](https://yandex.com.tr/support/tracker/en/user/notification-constructor.md).

   {% endnote %}
   <!-- endsource: en/_includes/markup/edit-comment.md -->

1. <!-- source: en/_includes/markup/edit-comment.md -->
   Click **Submit**. {#submit}
   <!-- endsource: en/_includes/markup/edit-comment.md -->

<!-- source: en/_includes/markup/edit-comment.md -->
To change the order of comments, click <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="16" height="16" fill="currentColor" stroke="none" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16"><path fill="currentColor" fill-rule="evenodd" d="M1 3.25a.75.75 0 0 1 .75-.75h12.5a.75.75 0 0 1 0 1.5H1.75A.75.75 0 0 1 1 3.25ZM1 8a.75.75 0 0 1 .75-.75h8.5a.75.75 0 0 1 0 1.5h-8.5A.75.75 0 0 1 1 8Zm.75 4a.75.75 0 0 0 0 1.5h2.5a.75.75 0 0 0 0-1.5h-2.5Z" clip-rule="evenodd"/></svg></svg> **New comments first** or <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="16" height="16" fill="currentColor" stroke="none" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16"><path fill="currentColor" fill-rule="evenodd" d="M1 12.75c0 .414.336.75.75.75h12.5a.75.75 0 0 0 0-1.5H1.75a.75.75 0 0 0-.75.75ZM1 8c0 .414.336.75.75.75h8.5a.75.75 0 0 0 0-1.5h-8.5A.75.75 0 0 0 1 8Zm.75-4a.75.75 0 0 1 0-1.5h2.5a.75.75 0 0 1 0 1.5h-2.5Z" clip-rule="evenodd"/></svg></svg> **Old comments first** at the top right of the editing area. {#sort}
<!-- endsource: en/_includes/markup/edit-comment.md -->

### Replying to a comment {#reply}

<!-- source: en/_includes/markup/edit-comment.md -->
1. Hover over the comment and click<svg xmlns="http://www.w3.org/2000/svg" width="15" height="15" fill="currentColor" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 576 512"><path d="M14.062 257.94 190.06 433.88c30.21 30.21 81.94 8.7 81.94-33.94v-78.28c146.59 8.54 158.53 50.199 134.18 127.879-13.65 43.56 35.07 78.89 72.19 54.46C537.98 464.768 576 403.8 576 330.05c0-170.37-166.04-197.15-304-201.3V48.047c0-42.72-51.79-64.09-81.94-33.94L14.062 190.06c-18.75 18.74-18.75 49.14 0 67.88zM48 224 224 48v128.03c143.181.63 304 11.778 304 154.02 0 66.96-40 109.95-76.02 133.65C501.44 305.911 388.521 273.88 224 272.09V400L48 224z"/></svg></svg> **Reply**. The comment you are replying to will be quoted in the response.

   To quote just a part of a comment in your reply, select the text and click <svg xmlns="http://www.w3.org/2000/svg" width="15" height="15" fill="currentColor" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 576 512"><path d="M14.062 257.94 190.06 433.88c30.21 30.21 81.94 8.7 81.94-33.94v-78.28c146.59 8.54 158.53 50.199 134.18 127.879-13.65 43.56 35.07 78.89 72.19 54.46C537.98 464.768 576 403.8 576 330.05c0-170.37-166.04-197.15-304-201.3V48.047c0-42.72-51.79-64.09-81.94-33.94L14.062 190.06c-18.75 18.74-18.75 49.14 0 67.88zM48 224 224 48v128.03c143.181.63 304 11.778 304 154.02 0 66.96-40 109.95-76.02 133.65C501.44 305.911 388.521 273.88 224 272.09V400L48 224z"/></svg></svg> **Reply**. Only the text you've selected will be quoted.

1. Enter your response in the comment box.


1. Click **Send**.
<!-- endsource: en/_includes/markup/edit-comment.md -->

<!-- source: en/_includes/markup/edit-comment.md -->
If a comment includes a quote, you can jump to the original comment by clicking <svg xmlns="http://www.w3.org/2000/svg" width="15" height="15" fill="currentColor" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 576 512"><path d="M14.062 257.94 190.06 433.88c30.21 30.21 81.94 8.7 81.94-33.94v-78.28c146.59 8.54 158.53 50.199 134.18 127.879-13.65 43.56 35.07 78.89 72.19 54.46C537.98 464.768 576 403.8 576 330.05c0-170.37-166.04-197.15-304-201.3V48.047c0-42.72-51.79-64.09-81.94-33.94L14.062 190.06c-18.75 18.74-18.75 49.14 0 67.88zM48 224 224 48v128.03c143.181.63 304 11.778 304 154.02 0 66.96-40 109.95-76.02 133.65C501.44 305.911 388.521 273.88 224 272.09V400L48 224z"/></svg></svg> **Reply**. To do this, click the quoted text.
<!-- endsource: en/_includes/markup/edit-comment.md -->

<!-- source: en/_includes/markup/edit-comment.md -->
You can set up notifications about replies to your comments. For more information, see [Setting up subscriptions](https://yandex.com.tr/support/tracker/en/user/notification-constructor.md).
<!-- endsource: en/_includes/markup/edit-comment.md -->

### Adding a summary comment for projects {#total}

In a portfolio, you can generate an automatic comment that gathers updates from all nested portfolios and projects:

1. On the **Updates** tab, click <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="16" height="16" fill="currentColor" stroke="none" aria-hidden="true" class="yc-icon"><svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16"><path fill="currentColor" fill-rule="evenodd" d="M6.3 2 3.9.5 2 2v13.5l1.5-.776L4.9 14l2.4 1.5L9.7 14l2.4 1.5L14 14V.5l-1.5.776L11.1 2 8.7.5 6.3 2Zm2.4.269L7.095 3.272l-.795.497-.795-.497-1.504-.94-.501.395v10.308l.71-.367.76-.393.725.453L7.3 13.731l1.605-1.003.795-.497.795.497 1.504.94.501-.395V2.965l-.71.367-.76.393-.725-.453L8.7 2.269ZM5 6.5a.75.75 0 0 1 .75-.75h4.5a.75.75 0 0 1 0 1.5h-4.5A.75.75 0 0 1 5 6.5Zm.75 2.25a.75.75 0 0 0 0 1.5h2.5a.75.75 0 0 0 0-1.5h-2.5Z" clip-rule="evenodd"/></svg></svg> **Portfolio summary** above the editing area.

   A new comment appears in the editing area, containing a list of nested projects and portfolios. For each project and portfolio, its status, date, and the text of the latest comment are shown.

   {% note info "" %}

   The portfolio summary comment won't include:
    * comments added more than a month ago;
    * replies to previous comments in nested projects and portfolios.

   {% endnote %}

1. If necessary, edit the text of the summary comment.

   <!-- source: en/_includes/markup/edit-comment.md -->
   In the comments section, you can use [text markup](https://yandex.com.tr/support/tracker/en/user/markup.md) and attach images and files. {#markup}
   <!-- endsource: en/_includes/markup/edit-comment.md -->

1. <!-- source: en/_includes/markup/edit-comment.md -->
   Click **Submit**. {#submit}
   <!-- endsource: en/_includes/markup/edit-comment.md -->
