How to create an event in Portfolio View

Prefer video? We’ve got you.

  1. Left click on the time slot where you’d like to meet.

  1. Select the calendar you’d like to add the event to.

  2. Name your event.

    Screenshot 2026-03-13 at 3.50.01 PM.png
  3. Add your location, if applicable, for an in person event to add your own video conferencing link.

    Screenshot 2026-03-13 at 3.55.02 PM.png
  4. Add your attendees., putting a comma between each attendee.

    Screenshot 2026-03-13 at 3.56.40 PM.png
  5. Select a video call service, if applicable, automatically generate a meeting link.

    Screenshot 2026-03-13 at 3.59.14 PM.png
  6. Add an event description, if you would like.

    Screenshot 2026-03-13 at 4.01.43 PM.png
  7. Click the create button.

    Screenshot 2026-03-13 at 4.04.08 PM.png


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