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Version: 25.0

Editing Portfolio Item Cards on the Portfolio Kanban

This article explains how to edit Portfolio Item Cards on the Portfolio Kanban.

Overview

Learn how to change the details on the portfolio item cards displayed on the Portfolio Kanban board.

How To

  1. Click the hamburger icon Hamburger icon > Portfolio > Portfolio Kanban.
  2. Click the vertical ellipsis at the top-right corner of the portfolio item card and click Edit.
  3. In the Portfolio Item window, make the necessary changes and click Save.

Portfolio Kanban Board

PlanningRooms

Story Card Dot Color Order Chart

Setup and Administration

Reports Available on Portfolio Kanban Board