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Create a Portfolio

Step-by-step instructions: Create and organize containers for your Procedures
Updated 2 hours ago
  1. In the Navigation pane, press the Create Portfolio button in your Organization's Portfolios panel.
    Create Portfolio button in the Portfolios panel
  2. Type a name for the new Portfolio, and press Enter.

Give each Portfolio a concise, descriptive, unique name that says what kind of Procedures it holds or who they are for, such as Human Resources or Warehouse Safety.

You become the new Portfolio's Administrator. Next, describe it and add members.

Related Articles

Overview

  1. Portfolios Overview

Step-by-Step

  1. Update Portfolio Info
  2. Add Members to a Portfolio
  3. Create a Procedure
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