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How to manage Portfolio in portify.in and business.portify.in

2 min read

Portfolio Management Overview #

Managing your portfolio is essential for showcasing your work effectively. In this guide, we will walk you through the steps to manage your portfolio in both portify.in and business.portify.in.

Navigating Portfolio Management #

To access the portfolio management section, log in to your account and look for the portfolio management options. You will see two main options: Category and Portfolio.

Creating Categories #

Click on the Category option to create categories that suit your needs. Use the following steps:

  1. Click the Category button.
  2. Enter the desired category name.
  3. Save the category.

Managing Portfolios #

Once you have created categories, navigate back to the Portfolio option to manage your portfolios. Here are the available functionalities:

  • You can edit or delete existing portfolios using the Action button.
  • To add a new portfolio, click the Add Portfolio button.

Adding a New Portfolio #

When you select the Add Portfolio button, you will be directed to a form that requires the following information:

Portfolio Details #

  1. Slider Images: Select an image that represents your portfolio.
  2. Title: Enter the title of your portfolio.
  3. Category: Select a category from the dropdown menu.
  4. Status: Change the status of the portfolio as needed.
  5. Client Name: Enter the client’s name.
  6. Start Date: Specify the start date of the portfolio.
  7. Submission Date: Specify the submission date of the portfolio.
  8. Website Link: Enter the URL if applicable.
  9. Content: Enter the content. Note that this can be generated using How to AI, which provides content via a few clicks. You can also generate HTML code with CSS through How to AI and paste it here.
  10. Meta Keywords: Enter relevant meta keywords.
  11. Meta Description: Provide a meta description for your portfolio.

Submitting Your Portfolio #

Once all the necessary information is filled out, click on the Update or Submit button. You should see a confirmation message indicating that the portfolio was submitted successfully.

Conclusion #

Congratulations! You have successfully learned how to manage your portfolio in portify.in and business.portify.in. By following these steps, you can effectively showcase your work to potential clients and stakeholders.

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