How do I set a view in the portfolio funnel?
When you use filters, it is sometimes useful to save them for reuse. This can be done by means of views. This interactive guide shows you how to:
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How do I use filters in the portfolio funnel?
- Gido
To create an overview in the portfolio funnel, you can add filters to display your portfolio items in an orderly manner. This interactive guide shows you how to:
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How can I create, manage and delete labels in the portfolio funnel?
- Gido
To make the Kanban board clear, you can add labels to the cards on the board. The labels provide direct insight with colors and can also be used to create quick overviews. This interactive guide shows you how to:
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How do I start a project from a portfolio item?
- Gido
You can start an associated project directly from a portfolio item. This interactive guide shows you how to:
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How do I add members to the portfolio funnel?
- Gido
Learn how to add member and assign them to roles within a portfolio to give members access to the portfolio funnel. This interactive guide shows you how to:
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How do I use filters and views in the Balancing tab?
- Gido
In the Balancing tab you can set filters to create an overview. This allows you to filter portfolio items by specific values. You can also save filters as views for reuse. Add a filter Click FILTERS. Click ADD FILTER. Select the property (s) on which you want to filter the portfolio…
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How can I add, move and remove columns in the Balancing tab?
- Gido
The Balancing tab can also be used to compile overviews, in which data of portfolio items can easily be made transparent. These overviews can also be used to easily enter data for multiple portfolio items. This article describes how to add, move and remove columns. Add columns in list Click…
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How do I set a view in the milestone planning?
- Gido
When you use filters, it is sometimes useful to save them for reuse. This can be done by means of views. This interactive guide shows you how to:
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How do I set a filter in the milestone planning?
- Gido
To create an overview in the milestone planning, you can add filters to display your items in an orderly manner. This interactive guide shows you how to:
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How do I add a sub-item to the milestone planning?
- Gido
Click on + next to the portfolio item to which you want to add a sub-item. Give the item a name and click Add. The sub item is added to the milestone planning.
