🦄 Set up Portfolio "Template" guide

Barbara Elena Ramirez |
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6 minutes

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(1) Create a brand new Portfolio.(2) Remove the custom fields that you will not need in the "Portfolio Template".(3) Create / Add the necessary custom fields needed for the portfolio.(4) Work on the "look-a-like" of the Portfolio.Vote in the Forum page for Asana to consider our Request!!!

(1) Create a brand new Portfolio.

(2) Remove the custom fields that you will not need in the "Portfolio Template".

(3) Create / Add the necessary custom fields needed for the portfolio.

(4) Work on the "look-a-like" of the Portfolio.

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