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Portfolio Templating

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Level 1

Someone asked this question years ago but didn't receive a solution. I'm bringing it back to the top.

 

We repeatedly build marketing portfolios for our event offerings. All are similar as far as the projects within them are concerned. Is there an easy way to duplicate an entire portfolio for each year, or better yet, a way to create a portfolio template? This would save so much time.

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Correct answer by
Community Advisor

you're welcome and good luck! Kickstart files are a strictly admin function so if you are not the admin, have your admin do the research

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/kick-star...

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Community Advisor

sounds like it would be worth it for you to set up a kickstart file to bring in a portfolio and set of projects every year. (if it's not worth it, I'm sure @Doug_Den_Hoed__AtAppStore would be able to help with a more custom solution)

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Level 1

Ok, thanks @skyehansen. I'll research kickstart files or have our admin reach out to @Doug_Den_Hoed__AtAppStore. This would save me and our other marketing coordinator a ton of time!!

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Correct answer by
Community Advisor

you're welcome and good luck! Kickstart files are a strictly admin function so if you are not the admin, have your admin do the research

https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/manage-wf/kick-star...