Shared guide

How to organize projects into portfolios

Step-by-step guide covering: Click the Create button; Click the Portfolio option; Click here to input portfolio name; Type 'Team 1' in Portfolio Name.

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Step-by-step Guide9 steps

  1. Click the Create button

    Click the Create button
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  2. Click the Portfolio option

    Click the Portfolio option
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  3. Click here to input portfolio name

    Click here to input portfolio name
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  4. Type 'Team 1' in Portfolio Name

    Type 'Team 1' in Portfolio Name
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  5. Click the Continue button

    Click the Continue button
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  6. Click the Go to Portfolio button

    Click the Go to Portfolio button
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  7. Click the Add work button

    Click the Add work button
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  8. Click the Project A option

    Click the Project A option
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  9. Click the Share access button

    Click the Share access button
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