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Create a New Portfolio

Portfolios are collections of projects grouped based on factors such as department, strategic initiative, team, and more for the purpose of tracking, reporting and analysis. Anyone with the Create Portfolio permission can create portfolios. To Create a PortfolioNavigate to the Portfolios window from

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What is a Portfolio?

A Portfolio is a collection of Projects that are grouped together for ease of tracking, management, reporting, and analysis. You can create a Portfolio to group together Projects based on strategic initiative, department, team or other criteria.  For example, you can create a Portfolio for a brand r

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Accessing Project Management

OverviewProject Management allows you to manage and collaborate on your projects and campaigns more efficiently. You can group your Projects together under Portfolios, create Sub-Projects, Tasks, and Sub-Tasks, add collaborators, and view analytics and insights for each of your Projects. Navigating

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What are Views?

OverviewsViews let you view the information relating to Tasks and Projects within your Portfolio in different ways. The details of Tasks/ Projects remain the same but different views allow you to visualize your work in different ways and parse the information differently. Some views, like Kanban are

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Sharing Tasks Internally via Link

OverviewYou can share Tasks internally with members of your team by simply copying the Task link and sharing it with your team. Task links can be copied in three ways: through the Task Overlay, from the Task Sheet itself and using the Task ID. Task ID is a unique code assigned to each Task which ca

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Add Tasks in a Project

In this article, we will discuss how to add a task in your project from any screen in any task view. There are multiple ways to add a task depending upon the task view you're in, but we will limit this article to adding task through the 'Add Task' button on the top right of your proje

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