You can easily switch between the Portfolio and Workflow products.
Switch from Portfolio to Workflow
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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
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Click 'Portfolio' or the dropdown icon to expand and access this area
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Currently showing top-level Portfolio Dashboard
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Portfolio is active, with the dropdown open to show all available Portfolio options
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Click ‘Workflow’ in the left sidebar to activate it. The features for Portfolio will be hidden and the features for Workflow will be displayed
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Workflow is active, with the dropdown open to show all available Workflow options
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Click 'Overview' for quick access to regularly used Workflow features.
Still have questions? Reach us on our live chat or email us at info@format.com. We’re here to help!