Zenkit Portfolios provide users with a powerful way to manage multiple projects, tasks, and resources in one centralized location. By offering a structured, tabular view of key properties, Portfolios allow teams to efficiently track progress, compare data, and make informed decisions. With enhanced visibility, improved organization, and the ability to filter, group, and sort data, this feature helps streamline project management while ensuring better collaboration. Whether you're overseeing multiple initiatives or simply need a high-level overview of your work, Zenkit Portfolios save time, improve decision-making, and keep everyone aligned.
What Are Portfolios?
Portfolios in Zenkit act as an overview tool that brings together information from different resources and presents it in a structured format. Each resource’s properties appear as columns, making it easy to analyze and compare various elements. If a resource does not include a specific property, the respective column remains empty, ensuring flexibility without unnecessary clutter.
How to Use Zenkit Portfolios
Creating a portfolio is simple and intuitive. From the Zenkit dashboard, users can navigate through the navigation panel and create a new portfolio by clicking the "+" icon.
These resources can be manually added or automatically synced based on predefined filters.
Once a portfolio is set up, users can customize their view to suit their needs. Columns can be rearranged to prioritize the most relevant data, while sorting and grouping options allow for a more structured display. Filters make it easy to focus on specific criteria, such as overdue tasks or high-priority items. By dynamically adjusting the portfolio view, teams can quickly identify risks, monitor workload distribution, and assess overall project progress.
Zenkit Portfolios transform project management by providing a structured, efficient way to track and analyze multiple resources. By offering improved visibility, smarter organization, and better decision-making tools, they help teams stay in control of their work while saving valuable time. If you have any further questions or would like to see how Portfolios can benefit your workflow, feel free to book a free demo with our team.