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Editing Portfolio Item Cards on the Portfolio Kanban

This feature is available in Ultimate edition only.



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.

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