This quick tour shows you the main areas of FolioProjects so you can find your way around and start building projects right away.
Tip: You can always return to this guide from the Documentation hub.Your Profile
The first page you see after signing in is your Profile. Here you can:
- Edit your name, email, and other details using the Edit Profile button.
- Change your password by entering a new one in the blank password field.
- Check the Security tab to review active sessions and recent logins.
Projects
Projects are at the heart of FolioProjects. A project is a workspace where you track progress, collect sentiment, and share updates.
- Create a new project from the Projects menu.
- Add updates, attach assets, and monitor activity.
- Share your project with others via link or QR code.
Assets & Portfolios
Assets
Assets represent resources like properties, equipment, or documents linked to your projects.
- Attach assets to projects for context.
- View performance and ESG data tied to assets.
Portfolios
Portfolios let you group multiple projects together for a higher-level view.
- Track progress across several projects at once.
- Use rollups to see ESG and performance scores at a portfolio level.
Notifications
Stay informed about what’s happening on your projects.
- Receive alerts about comments, updates, and sign-ins.
- Choose your preferred channels (in-app, email, push).
- Find all activity in one place under the Notifications tab.
HueFlux & Sentiment
HueFlux collects stakeholder feedback and shows real-time sentiment trends.
- Use QR codes or links to gather community votes.
- See how engagement changes over time in dashboards.
- Combine sentiment with other metrics for a full project picture.
Where to learn more
The Documentation hub includes guides on specific features:
- Analytics — track visitors and performance.
- Sharing & Links — invite others and use QR codes.
- Security — manage sessions and passwords.
- Sustainability Snapshot (ESG) — understand rollups and metrics.
Next steps
Create your first project, share it with a colleague or client, and explore how FolioProjects can simplify your work. The more you use it, the more insights it delivers.