Create a new portfolio

What is a portfolio box? 

Portfolio boxes help you organize your work and provide you with reporting capabilities. A portfolio box doesn't contain tasks. It aggregates data from boxes nested in it. 

Open

Create a portfolio box

Method 1

1. Go to the Home (root) box > Overview module.

2. Click the + button.

3. Select the Portfolio box type.

4. Enter:

   1. Name (required)

5. Start and end dates are automatically set to today. You can edit start/end dates now or later.

6. Change:

   1. Icon (optional)

   2. Icon color (optional)

7. Click Create.

The video presents how to create a portfolio box.

Method 2

1. Go to the Home (root) box > Overview module.

2. Click the arrow to see tiles.

3. Click Create new Portfolio.

4. Select the Portfolio box type.

5. Enter:

   1. Name (required)

6. Start and end dates are automatically set to today. You can edit start/end dates now or later.

7. Change:

   1. Icon (optional)

   2. Icon color (optional)

8. Click Create.

The video presents how to create a portfolio box.