Creating a new portfolio

After clicking on the plus button in the portfolio overview (and have selected a portfolio), enter the information for the new portfolio here:

Copy existing personal portfolio	This is an important function for the portfolio. Portfolios are for personal use only, so should two colleagues have a meeting, the portfolio of Person A should be copied to the portfolio of Person B. View Copy an existing meeting
Portfolio for	Select another portfolio from the drop-down menu if you wish.
Meeting date	Select the meeting date.
Starting time	Enter the starting time of the meeting in the first field. This should be the universal time signature (for instance 10:00). A default value can be set by the Helpdesk.
Text after time	Enter text and numbers in the second field.
Approximated end time	Enter the approximated end time.
Meeting location	Enter a meeting location.

Add different committee name

Enter a different committee name.

Agenda template

Uncheck or check the default-agenda items. The checked items make up the agenda template.

Click “Create new portfolio”. A new screen opens.