Select Portfolios
Click on Add Portfolio
Enter Portfolio name ➡ Next
Sharing & Permissions ➡ Next
Portfolio Created!
Portfolio Settings
And that’s it!
Create Portfolios on Click-Up
- Head to your workspace
- Click on 3 dots ➡ Portfolios
- Click on “Add Portfolio”
- Type a Portfolio Name ➡ Next
- Add lists ➡ Next
- Set it to be Private or Public ➡ Next
- Confirm all the details ➡ Next
- Portfolio created!
- And that’s it!
