Portfolio

How do I move a Property to the Portfolio area?

How do I move a Property to the Portfolio area?

To move a project to your Portfolio, either drag-and-drop it into the End Zone at the end of your Active Project Pipeline, or update the project's stage directly on the Property Overview page.

You have 2 different ways to move a Property to the Portfolio:

  • Drag-and-drop Project to the End Zone
  • Change the Stage from the Project Overview Page

Drag-and-drop Project to the End Zone

You can easily drag-and-drop your project from the Active Project Pipeline to the Portfolio by moving the project to the "endzone" at the end of the board.

Change the Stage from the Project Overview Page

Open the project and set its stage to Portfolio directly from the Project Overview page. This is the easier route when you are already working inside the project.

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