Geteilte Anleitung

How to organize projects into portfolios

In this how-to guide, you'll learn to effectively organize your project tasks into portfolios using a project management tool.

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·9 Schritte·36 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn to effectively organize your project tasks into portfolios using a project management tool. Follow the steps to create and name a new portfolio, manage resources, and track progress, ensuring efficient categorization of your projects for better visibility and collaboration.

Step-by-step Guide9 Schritte

  1. Click the Create button

    This action opens a prompt to add a new task or section to your project, allowing you to define its details.

    Click the Create button
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  2. Click the Portfolio option

    Selecting the Portfolio option will provide an overview of all projects and tasks within the portfolio, allowing you to manage resources and track progress effectively.

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

    This action allows you to enter the name of your new portfolio. Make sure to choose a clear and descriptive title for easy identification.

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

    Enter the name of your portfolio as 'Team 1' to identify it within the project management tool. This helps to organize and categorize your projects effectively.

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

    By clicking the Continue button, you will proceed to the next step in your project setup, allowing you to finalize the selected settings and move forward.

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

    This action takes you to the portfolio section, where you can view and manage your existing projects and track their overall progress.

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

    This action opens a prompt where you can create a new project or portfolio, allowing you to input relevant details and add it to your list.

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

    Selecting 'Project A' will open the details for this specific project, allowing you to view and manage tasks associated with it.

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

    Clicking this button grants current and future members of the Team 1 portfolio the same access level in this project. This action also makes the project visible to everyone at your workspace.

    Click the Share access button
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