Getting Started with Portfolio
Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 5 minutes
TL;DR (Quick Summary)
Portfolio lets you create portfolios, showcase your work, and manage portfolio items with categories, descriptions, and attachments. This guide shows you how to create your first portfolio in under 5 minutes.
What is Portfolio?
Portfolio is a portfolio management system that enables you to create portfolios, showcase your work, and display achievements. Organize your work by categories, add descriptions, upload images, and share your portfolio.
What you can do:
- ✓ Create portfolio items
- ✓ Organize by categories
- ✓ Add descriptions and attachments
- ✓ Upload thumbnails
- ✓ Add social media links
- ✓ Track experience
- ✓ Display contact information
How to Access
Step 1: Navigate to Portfolio
- Log in to your dashboard
- In the sidebar, click Portfolio
- You'll see the Portfolio list
💡 Tip: If you don't see Portfolio, contact your admin to enable it for your workspace.
Quick Start (5 Minutes)
Create Your First Portfolio
| Step | Action |
|---|---|
| 1 | Click Portfolio in the sidebar |
| 2 | Go to Categories → + Create (create category first) |
| 3 | Enter Category Name: Web Design |
| 4 | Click Save |
| 5 | Go to Portfolio → + Create |
| 6 | Enter Title: E-commerce Website Redesign |
| 7 | Select Category: Web Design |
| 8 | Enter Description |
| 9 | Upload Thumbnail |
| 10 | Add Attachments (optional) |
| 11 | Click Save |
Result: Your portfolio item is created and ready to showcase.
What's Next?
Now that you've created your first portfolio, explore these resources:
| Resource | Description |
|---|---|
| 📖 All Features | Discover everything Portfolio can do |
| ❓ FAQ | Answers to common questions |
Related Topics
- Portfolio Features
- How to Organize Portfolios by Category
- How to Add Attachments to Portfolio
Need Help?
| Channel | Details |
|---|---|
| support@custojo.com | |
| Help Center | docs.custojo.com |
Was this helpful? Let us know at support@custojo.com