My Desk
Portfolio, Service, and Activity
To register a service, it must belong to a portfolio. To register an activity, it is necessary for it to belong to a service.
To access the Portfolio form, click on the Portfolio in the side menu.
1
Create a Portfolio
On the Portfolio form screen, click Create and fill in the information in the fields.
2
Create a Service
Click Add on the right side of the service field and fill in the fields.
3
Register an Activity
In the already open services tab, click Add on the right side and fill in the activity details.
Save all actions before exiting.