How do I create a canvas in the portfolio funnel?

In Fortes Change Cloud you can create your own canvases. For example, you can display exactly the data that is important for your initiatives in the portfolio funnel.

Create a canvas

1. Click on Configure Canvasses.

2. Click on ADD CANVAS TEMPLATE.

3. Fill in a name for the canvas and click ADD SEGMENT to add a segment to the canvas.

4. Select a type, fill in all fields and click Save segment.

5. Close the canvas when you have added all the segments.

Read more about the different canvas types on What are the functions of the different canvas segment types? You can find more about adding a canvas to a list in How do I add a canvas to a phase?

Forgot to name the canvas? No worries! The canvas probably has the name (empty).