Getting started with Portfoleon

• Importing data
• Access rights in Portfoleon

Setting up your portfolio

• Basics
• Forms

Plans

• Plans
• Selecting the current plan

Boards

• Making a new board
• Setting up search criteria
• Spreadsheet board
• Timeline board
• Kanban board
• Pivot board
• Diagram board

Editing items

• Phases
• Resources

Drafts and Revisions

Resource management

• Definitions and basics
• Configure resources
• Resource allocation
• Specifying item resources

Rules and automation

• Automation rules
• Using formulas

Integration

• REST API integration
• Zapier integration (BETA)
• Using Webhooks
• Using Connectors

Your billing plan

Still stuck? Please watch the video below or drop us an email at we@portfoleon.com and we will help you out!