Create Portfolios

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Before creating a portfolio, it's important to take some time to think about how to structure the portfolio. It can be helpful to create an outline of the areas to be highlighted within a Portfolio, making sure that each area has sufficient supporting material and is presented in a clear and concise manner. Supporting material can include artifacts that demonstrate a highlighted area, and link to items that are evidence of your work, knowledge, and skills.

Artifacts can be created before or during the portfolio creation process. If you have an outline of what you want to accomplish, create artifacts before moving on to create the portfolio.

How to Create a Portfolio

  1. Open the Global Navigation menu.
  2. Click Tools to expand that section of the menu.
  3. Select Portfolios.
  4. On the My Portfolios page, click Create Portfolio.

Creat Portfolio

  1. On the Create Portfolio page, give the Portfolio a suitable Title (this is required). Add a brief description of the Portfolios contents.
  2. Determine whether to make your Portfolio available to those with whom you share it, and whether to keep any comments hidden.
  3. Click Submit.

Note: The first time you create a portfolio, the system will present the option to view a brief guided tour. The guided tour walks you through the new authoring interface. If you choose to skip the tour, you can access it at any time from the orientation bar by clicking the tour's compass icon at the top-right when you edit your Portfolio.

Guided Tour

 

  1. Type a name for Page 1 by clicking on Page 1 or the pencil icon, and click Save.
  2. Type a name for Section 1 by clicking on Section 1 or the pencil icon, and click Save. Each section has a content editor for creating freeform content.  
  3. Click on Add Artifact to add a new or existing Artifact to the Section. You can associate one or more artifacts with each section. Typically, you add artifacts to a section and use the content editor to reflect on those artifacts.
  4. Click Save to finish composing a Page or Section.
  5. Optionally, type header and footer text for the Portfolio, and hit Save.

Edit Portfolio

A portfolio consists of pages and sections. The pages provide structure to the portfolio, and each page must have at least one section. Section are used to provide structure to the page's content. To add sections to a page click the plus (+) on that page.

The menu on the left includes all of the portfolio's pages and sections. Click the plus (+) on top of the menu to add pages. To delete pages or sections click the trash can icon for any page or section.

Note: Deleting a page will delete all of the sections and content on that page. However, the Artifacts used in a section will remain in the My Artifacts repository, and can be reused.

You can drag and drop pages and sections to rearrange them in the menu.

Settings option at the top-right can be used to return to the previous page and modify Portfolio information such as the portfolio title and description.

Settings

Preview and Customize allows you to see what your Portfolio will look like and modify the layout. Click Customize Style to select one of the standard layouts and color schemes. Each layout places the page navigation links in different locations. Click Comments to add or view comments

Customize Layout

Click Done Editing to exit the portfolio authoring canvas and return to the Portfolios homepage. If you try to exit without saving new and updated content, you are warned of unsaved changes.

The Portfolio appears listed in My Portfolios. Click one of the View as buttons to switch between Card View and Table View.

View Mode

In Card View, color swatches across the top of the card indicate the color scheme chosen. In Card View click Edit to work on the Portfolio some more, View to see it in a new browser tab, and More for additional options. In Table View, these commands all appear on a contextual menu. Click the arrow to the right of the Portfolio’s title to display the menu.

The My Portfolios page also includes a search function to locate specific portfolios. You can search by Title or Description. The search returns only the portfolios that you have permissions to view.