We are excited to welcome you to Portfoleon. Thank you for signing up!
You can make all kinds of roadmaps to connect and align your product management, marketing, R&D, and other departments in your organization.
Here are a few examples:
Product roadmapWhat features do I need to make this?
R&D team backlogWhat features do I need to make this?
Functional department annual planWhat features do I need to make this?
But first things first. Let us go through setting up your first portfolio, importing your data, and making a simple board to visualize everything. Do not forget to share your work with your colleagues, here’s how.
Once you get the basics working, you can make use of the full power of Portfoleon! Here are a few interesting advanced features to explore:
- Managing resources;
- Analyzing your portfolio with pivot tables;
- Automating your portfolio with “if this then that” rules.
If you ever need help, please drop us a message at firstname.lastname@example.org and we will do everything in our power to help you!
Enjoy playing and working with Portfoleon!