Navigating Between Portfolio and Workflow
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.