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The Portfolio handbook

Less figuring it out.
More making it happen.

From your first collection to a shareable showcase. Clear, practical guides for your identity, media and client testimonials.

35 practical guides

Your public showcase.
A clear next step.

Identity · Work · Client stories
35 guides

Prepare a portfolio before sharing it

Use the overview checklist as a practical launch review.

Before you begin

The portfolio owner.

Here’s how to do it

  1. Open Overview and inspect the identity, work-section, client-social-proof and live-status checklist.

  2. Save an accurate name, useful tagline and working contact information in Identity.

  3. Add at least one populated work section and choose a representative cover.

  4. Review any testimonials you intend to publish.

  5. Open Preview live site and check the desktop and mobile presentation before sending the link.

What happens next

The public page has meaningful content and usable contact paths.

Good to know

The checklist is a setup aid. It does not certify legal permission to publish media or prove that every external link works.

Based on the Portfolio interface reviewed 27 October 2026. Options can vary by role, plan and channel access.