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:
- Click the Category button.
- Enter the desired category name.
- 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 #
- Slider Images: Select an image that represents your portfolio.
- Title: Enter the title of your portfolio.
- Category: Select a category from the dropdown menu.
- Status: Change the status of the portfolio as needed.
- Client Name: Enter the client’s name.
- Start Date: Specify the start date of the portfolio.
- Submission Date: Specify the submission date of the portfolio.
- Website Link: Enter the URL if applicable.
- 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.
- Meta Keywords: Enter relevant meta keywords.
- 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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