Create portfolio box

Create a portfolio box in the Overview module

+Add new (button)

1. Go to the Home (root) box > Overview module.

2. Click the +Add new button.

3. Select the Portfolio box type.

4. Enter:

   1. Name (required)

5. Start and end dates are automatically set to today. You can edit start/end dates now or later.

6. Change:

   1. Icon (optional)

   2. Icon color (optional)

7. Click Create.

The video presents how to create a portfolio box.

Start working with BigPicture (tile)

1. Go to the Home (root) box > Overview module.

2. Under the How do you want to start working with BigPicture? section, click the Create new portfolio tile.

3. Select the Portfolio box type.

4. Enter:

   1. Name (required)

5. Start and end dates are automatically set to today. You can edit start/end dates now or later.

6. Change:

   1. Icon (optional)

   2. Icon color (optional)

7. Click Create.

The video presents how to create a portfolio box.

+Add new (contextually)

1. Mouse over the line separating the boxes until the plus (+) icon appears.

2. Click it.

3. Select the Portfolio box type.

4. Enter:

   1. Name (required)

5. Start and end dates are automatically set to today. You can edit start/end dates now or later.

6. Change:

   1. Icon (optional)

   2. Icon color (optional)

7. Click Create.

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Limitations

• You cannot create a sub-box under a closed or archived parent box. The plus icon is grayed out.

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