Guide

Project Portfolio

• What is the project portfolio?
• Show project portfolio
• View of the project portfolio
• Tasks from all projects

My Tasks

• What is the project portfolio?
• Show my tasks
• Create your own task
• files

Portfolio Timeline

• What is the Portfolio Timeline?
• General
• Manage projects in the portfolio timeline
• Operating the Portfolio Timeline
• Key combinations in the timeline

Project

• What is a project?
• Display project
• Create project
• Settings
• Create a Template
• Change selection fields

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📅 Timeline

• What's the timeline?
• Timeline general
• dependencies
• Filter, sorting and grouping
• Edit tasks in the timeline view
• Utilization, effort and costs

Project Tasks

• What is a task?
• Create folder
• Create a task
• Specify project task
• Display task
• Working with task lists

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Status

• What is a status?
• Displaying Status
• Status reports

Feedback

• What is feedback?
• Display feedback
• Submit feedback

📎 Files / Attachments

• Managing files in the project

Mobile View

• Navigation in the Mobile App
• Search (mobile)
• Save
• Delete
• Filter, group, sort
• Change folder

🔗 Integrations

• Microsoft Teams Integration