Add a list in the Portfolio funnel
- In the Portfolio funnel, click on
ADD LIST
to add a stage.
- Enter the desired name for the phase and click on
Add
.
- The stage has now been added to the Portfolio funnel.
Customize a list in the Portfolio funnel
- To edit an existing list, click on the name.
- Enter the desired custom name and press Enter.
- Hereby the name of the list has been changed.
Delete a list from the Portfolio funnel
- Click on the drop-down menu next to the list you want to delete.
- Then click on
Remove this list
in the menu.
- Hereby the list will be removed from the Portfolio funnel.