Articles on: Steer New: Project Management

Projects Portfolio

Last Updated: May 24, 2024

Navigating Projects Portfolio



In this article, we will walk you through to your starting point upon logging in, where you can easily find, manage and access your projects.

Within the Projects portfolio, you will find a list of ongoing projects displaying their Title or project names, Start and End dates.
Manage Project [ellipsis button] enables you to edit the details of the project.
The Demo section is where you can explore, interact and try out Steer, experiencing its features and functionality firsthand to see how it works.
Create Project [plus button] allows you to create a new project.
User Guide [information icon] redirects you to Steer's user guides, where you can explore various topics and guides about using Steer effectively.
The [dropdown icon] next to your Profile Name provides access to different settings and options, including My Profile, Projects, Company, User Management, Knowledge Base, Contact, and Logout.

Fig. 1: Projects Portfolio


Need more help? Send us an email at cs@steerplatform.com, or send us a message on the chat widget.

Updated on: 05/27/2024

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