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Editing Portfolio Item Cards on the Portfolio Kanban

This feature is available in Ultimate edition only.

editions-u.png

Overview

Learn how to change the details on the portfolio item cards displayed on the Portfolio Kanban board.

How To

  1. Click  Portfolio > Tracking > Portfolio Kanban.

  2. Click the vertical ellipsis at the top-right corner of the portfolio item card, and then click Edit.
    EditKanaban.png

  3. In the Portfolio Item window, make the necessary changes, and then click Save.