How to create a portfolio

Learn how to create a portfolio step-by-step by initiating the process in your workspace, naming your portfolio, and configuring its settings. This guide will help you efficiently manage all your projects in the Portfolio section, ensuring a streamlined setup.

1. 1

   Click the Create button

   Clicking the Create button allows you to initiate the process of adding a new task or project within your workspace.

   

   

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2. 2

   Click the Portfolio option

   This will direct you to the Portfolio section where you can view and manage all your projects.

   

   

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3. 3

   Type 'Q3 2026' in Portfolio Name

   Enter 'Q3 2026' into the Portfolio name field to designate the name of your new portfolio. This name will be used to identify your project within the system.

   

   

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4. 4

   Click the Continue button

   Clicking 'Continue' will finalize the creation of your new portfolio and take you to the next setup step, where you can further configure your portfolio settings.

   

   

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5. 5

   Click the Go to portfolio link

   By clicking this link, you will navigate to your portfolio section, where you can view and manage your projects efficiently.

   

   

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