1. Add a Portfolio Issue Action


1. To add an Issue ‘Action’ within a Portfolio, click the ‘Issue Management’ tab from the left side bar of the page. Once done, navigate to the ‘Portfolio Issue Register’ and then click the ID of the Issue that you want to update.

 

 

2. Once you reach the Issue Details, click the ‘+ Action’ button.


 

3. Fill in the required fields in the New Issues Action form. Once complete, save Action by clicking the ‘Add Action’ button.


 

4. Portfolio Issue Action will be added to the ‘Actions’ table as shown below.