Portfolio

"Welcome to the Portfolio Management Hub. Here, administrators have two key functions at their disposal: Portfolio Category Management and Portfolio Management. Let's dive in!"

Portfolio Category Management

Welcome to Shopeasy's Portfolio Category Management section! Here, you can create, edit, and organize portfolio categories. Follow these steps to get started:

Step 1: Accessing Portfolio Categories

  1. Navigate to Portfolios > Portfolio Categories in the sidebar to access the portfolio category management page.

  2. Click on "Add New Portfolio Category" located at the top right corner.

Step 2: Adding a New Portfolio Category

  1. Category Name: Enter a name for the new portfolio category.

  2. Description: Provide a brief description of the category.

  3. Meta Title: Enter a title for the category's metadata (for SEO purposes).

  4. Meta Description: Add a description for the category's metadata (for SEO purposes).

  5. Keywords: Enter relevant keywords for the category (for SEO purposes).

Step 3: Managing Portfolio Categories

In the Portfolio Category section, you can:

  • View Existing Categories

  • Edit Category Details

  • Delete Categories

  • Add Categories

Step 4: Save Your Category

Click the "Save Category" button to add the new category to your portfolio.

Note:

  • Effective categorization of portfolios helps users navigate your work efficiently.

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