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  3. Funnel
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Funnel

Funnel

  • How do I create a canvas in the portfolio funnel?

  • How can I add portfolio items in bulk (from Excel or clipboard)?

  • How can I archive or delete a portfolio item?

  • How do I add a portfolio item to the portfolio funnel?

  • How can I add, change and delete funnel stages in the portfolio funnel?

  • How do I add a canvas to a frame?

  • How do I add an image to a canvas?

  • What are the functions of the different canvas segment types?

  • How can I add tickets from Jira to my Kanban board in the Portfolio app?

  • How can I create, manage and delete labels in the portfolio funnel?

  • How do I use filters in the portfolio funnel?

  • Using labels in filters on the Kanban board

  • How do I set a view in the portfolio funnel?

  • How can I rank cards in a Kanban board by a field value in the Portfolio app?

  • How do I use the portfolio funnel to display a process?

  • How do I provide the items within my process with specific information?

  • How do I start a project from a portfolio item?

  • How do I add members to the portfolio funnel?

  • Adding fields on Kanban cards on the portfolio/program/project

  • Improved Print functionality for canvasses

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