Switch from Portfolio to Workflow
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Workflow
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.
Updated over a week ago

Switch from Portfolio to Workflow

  1. 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.

  2. Tap 'Portfolio' or the dropdown icon to expand and access this area

  3. Currently showing top-level Portfolio Dashboard

  1. Portfolio is active, with dropdown open to show all available Portfolio options

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

  1. Workflow is active, with dropdown open to show all available Workflow options

  2. Tap 'Overview' for quick-access to regularly used Workflow features.

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