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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. Go to Portfolio Planning > Portfolio Kanban.

  2. Choose Edit from the drop-down action menu in the top right corner of a portfolio item card.

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