Meet the new BigPicture navigation
A faster, smarter, and more intuitive way to work is here. We’ve redesigned BigPicture navigation to give you a smoother experience and better access to what matters most.
→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.
→ The rollout will happen gradually, and the previous navigation will be retired in December 2026.
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.
Create a portfolio box
Method 1
Go to the Home (root) box > Overview module.
Click the + button.
Select the Portfolio box type.
Enter:
Name (required)
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Change:
Icon (optional)
Icon color (optional)
Click Create.
The video presents how to create a portfolio box.
Method 2
Go to the Home (root) box > Overview module.
Click the arrow to see tiles.
Click Create new Portfolio.
Select the Portfolio box type.
Enter:
Name (required)
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Change:
Icon (optional)
Icon color (optional)
Click Create.
The video presents how to create a portfolio box.