Click the Q3 2026, Portfolio link
After clicking this link, you will be directed to the portfolio details specific to Q3 2026, where you can view and manage related projects and tasks.
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How to manage project portfolios
Learn how to efficiently manage project portfolios with this step-by-step guide.
viktoriaLearn how to efficiently manage project portfolios with this step-by-step guide. You'll discover how to view, add, customize, and update projects for your Q3 2026 portfolio, ensuring seamless collaboration and effective tracking throughout your project's lifecycle.
Step-by-step Guide16 steps
Click the Add work button
This action allows you to add a new project or task to the Q3 2026 portfolio. Enter the project's name and details in the prompted fields.
Loading screenshot…100%Click 'Set color' option
This action allows you to choose a color representation for the selected portfolio. The color assigned will help visually organize and identify your projects more effectively.
Loading screenshot…100%Click the Set color option
Selecting the 'Set color' option allows you to choose a color for the project, helping to visually categorize and organize your portfolios.
Loading screenshot…100%Click the Edit portfolio details option
This action allows you to modify the information associated with your selected portfolio, including its name, description, and configurations.
Loading screenshot…100%Click to add portfolio description
After clicking this area, you can enter a detailed description for the portfolio Q1 2026, providing more context and information.
Loading screenshot…100%Type the portfolio description
Enter 'Third quarter' in the Portfolio description field to specify the details of this portfolio. This information will help clarify the context of the portfolio for future reference.
Loading screenshot…100%Click the Close this dialog button
This action will close the Portfolio details dialog, returning you to the previous view or interface without saving any changes made.
Loading screenshot…100%Click the Set status button
Clicking this button allows you to change the current status of your project within the Q3 2026 portfolio. This helps keep your project tracking updated in the 'List' view.
Loading screenshot…100%Click the At risk status option
Selecting the 'At risk' status will categorize the task or project as being in a potentially problematic state, prompting necessary attention or intervention from team members.
Loading screenshot…100%Type the date in the status update field
Enter "Q3 2026 - July 16" in the specified field to set the date for your status update. This will organize your update within the relevant quarterly timeline.
Loading screenshot…100%Click 'Add or remove collaborators' option
This action allows you to manage collaborators for the current status update, enabling you to add or remove team members involved in the project.
Loading screenshot…100%Type 'ja' in Lui 11355
Enter 'ja' in the input field labeled Lui 11355 to specify the required response. This action allows you to progress to the next step in the status update process.
Loading screenshot…100%Click the Limited access member label
This action will display additional options or information related to the Limited access member's permissions within the collaboration settings.
Loading screenshot…100%Click the Post button
This action submits your status update for review and sharing with collaborators. Ensure all sections are complete before clicking to post your update.
Loading screenshot…100%Click Grant access to add collaborators
By clicking 'Grant access', you will enable the selected members to have editor access to the portfolio, allowing them to collaborate on updates.
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