Navigating Between Portfolio and Workflow

If you have both Portfolio and Workflow, you can easily switch between the two products.

Written by Steve Johnstone
Updated over a week ago

Video overview

Switch from Portfolio to Workflow

Tap ‘Workflow’ in the left sidebar. The features for Portfolio will be hidden and the features for Workflow will be displayed.

Switch from Workflow to Portfolio

Tap ‘Portfolio’ in the left sidebar. The features for Workflow will be hidden and the features for Portfolio will be displayed.