You can easily switch between the Portfolio and Workflow products.
Switch from Portfolio to Workflow
You can navigate between different areas of your site from the left sidebar. The 'Dashboard' is normally the first page you'll see when logging into your account
Click 'Portfolio' or the dropdown icon to expand and access this area
Currently showing top-level Portfolio Dashboard
Portfolio is active, with the dropdown open to show all available Portfolio options
Click ‘Workflow’ in the left sidebar to activate it. The features for Portfolio will be hidden and the features for Workflow will be displayed
Workflow is active, with the dropdown open to show all available Workflow options
Click 'Overview' for quick access to regularly used Workflow features.
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