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This training video will walk you through how to set up / edit a portfolio. This will also show you the different features within the portfolios tab and show you how to attach an owner to a portfolio.

Watch video below on setting up portfolios

Introduction To Portfolios

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Introduction To Portfolios

Introduction to Portfolios

This training video will walk you through how to set up / edit a portfolio. This will also show you the different features within the portfolios tab and show you how to attach an owner to a portfolio.