Once your Portfolio is created and ready, you can begin adding Projects and inviting team members. Let's do it!
🏗️ Creating Projects
With in-scope technologies and outcomes visible, we can begin creating new Projects or importing existing Projects. Org Owners and Portfolio Owners have this capability. Include details about the Project, attach important historical, upload an image, and invite any Project Members directly.
🔬 Check out this tutorial to learn how to create Projects and add team members from the same workflow.
➕ Managing active team members
You can add team members with varying permissions at the Portfolio, Sub-portfolio, and Project level. Inviting new members is as simple as entering their email address. They'll get an invite and can create their account to access Productable.
Add Portfolio Owners Watch this tutorial to add higher-level leaders to your Portfolio.
Sub-portfolio Owners Take a look at this tutorial to add integrator-level members to a Sub-portfolio.
Project Members After creating a Project, you can invite it's leads. Check out this tutorial to see how.
🔎 View-only members
There are likely individuals (e.g. senior leaders, contractors, SMEs) who need visibility into your organization's innovation efforts but do not need any active permissions. You can add View-only members who can stay in the loop on all innovation activity.
Only Org Owners can add View-only members.
👱 Follow this tutorial to learn how to invite View-only members.