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Create a new portfolio

Owned by Anna Ciepłota
Last updated: Apr 23, 2024 by Magdalena Szpunar
1 min read

Contents:

Contents:

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. 

Screenshot of a portfolio box in the Overview module.

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.

https://app.arcade.software/share/wEMENPEJRv50oOJzHdyT

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.

https://app.arcade.software/share/AHQgZ7fIuOqDrE63Zh0i