portfolio slideshow
This screen allows you to create future reviews, by selecting several criteria.
This review is based on the slideshow template created and linked to the portfolio via the Setting.
Slideshow templates
You can view the slideshow in draft mode, or create and start the review.
In the magazine, you can view the homepage for each project (defined in the slideshow template), access the project with a single click, and view its project sheet. You can navigate project by project with the blue arrows, via a menu and via a quick search.
You can add comments for each project at the bottom of the screen, in the form of exchanges or tasks.
Tag a user directly in a comment using the @ symbol to automatically send them an e-mail informing them of your mention. Your user will appear in pink, and other users in blue.
Some users may not be included in the list because they have this setting in their profile: Users - ‣
Creating a portfolio review
Here are the fields found in this screen:
portfolio review
Rights required :
Button name | Description |
---|---|
This button takes you to the previous project. This button is grayed out if the project viewed is the first in the portfolio review. | |
This button moves on to the next project. This button is grayed out if the project viewed is the last in the portfolio review. | |
This button allows you to view and quickly access the list of projects in the journal.
The list is displayed according to the settings made in the portfolio slideshow template. | |
This button takes you to the project summary sheet | |
This button is used to add an exchange or task to the project under review.
Exchange and task types are set in the slideshow template associated with the portfolio. | |
This button is used to cancel the creation of an exchange or task. | |
This button validates the creation of theexchange or taskexchange | |
This button is used to modify theexchange or task created for the project. đźš© A user who only has the right to view exchanges/tasks and access a slideshow review cannot modify an existing task or create one. | |
This button makes it easy to duplicate an exchange or task already created for a project. | |
This button is used to delete a previously created exchange or task . | |
This button closes draft mode and returns you to the journal creation screen. | |
By clicking on this button, the review is considered complete and can be found in |