Switch from Portfolio to Workflow
You can navigate between different areas of your site from the left sidebar. The 'Dashboard' is normally the top-level that you would arrive at.
Tap 'Portfolio' or the dropdown icon to expand and access this area
Currently showing top-level Portfolio Dashboard
Portfolio is active, with dropdown open to show all available Portfolio options
Tap ‘Workflow’ in the left sidebar to activate. The features for Portfolio will be hidden and the features for Workflow will be displayed.
Workflow is active, with dropdown open to show all available Workflow options
Tap 'Overview' for quick-access to regularly used Workflow features.
Reach us online at our live chat or via our email info@format.com if you have any more questions. We’re happy to help!