Portfolio
Agency Handy Portfolio Feature – Frequently Asked Questions
1. What is the Portfolio feature in Agency Handy?
The Portfolio feature allows Super Admins and Admins to showcase completed projects or services by creating detailed portfolios, including descriptions, files, categories, and live project links.
2. Who can create and manage portfolios in Agency Handy?
Only users with Super Admin or Admin access can create and manage portfolios within Agency Handy.
3. What kind of content can I include in a portfolio?
A portfolio can include a project name, description, cover image, relevant files (like images or PDFs), project categories, and a live project link.
4. Can I link multiple portfolios to a single service?
Yes, you can link multiple portfolios to a single service to showcase various related projects.
5. Is it mandatory to link a portfolio to a service?
No, linking a portfolio to a service is optional, but it is recommended for better client context and understanding.
6. How do I create a new portfolio?
Navigate to the Services tab, click on Portfolio, and select Create Portfolio. Fill in the required details and upload relevant files, then save the portfolio.
7. What is the character limit for the project name and description?
The project name must be a maximum of 32 characters, while the project description must be at least 100 characters.
8. Can I upload multiple files to a single portfolio?
Yes, you can upload multiple files, including images and PDFs, with a maximum file size of 1 GB each.
9. Which file will be set as the cover image?
The first uploaded image file will automatically be set as the cover image for the portfolio.
10. Can I categorize portfolios for better organization?
Yes, you can add or select existing categories while creating a portfolio. These categories help group similar projects.
11. Can I reuse the same category across different portfolios?
Yes, categories created once can be reused across multiple portfolios for consistency.
12. How do I link a portfolio to a specific service?
While creating or editing a portfolio, use the Add to Services option to select the relevant services to link.
13. Can I add a live project link to my portfolio?
Yes, you can add a clickable URL to the portfolio, allowing clients to view the live project.
14. Where can I view all created portfolios?
You can view all portfolios under the Portfolio section within the Services tab.
15. How do clients view linked portfolios?
Portfolios linked to services will appear as cards on the service details page. Clicking the card opens a modal displaying full portfolio details.
16. Can I edit or update an existing portfolio?
Yes, you can edit any existing portfolio by accessing it through the Portfolio section and making the necessary changes.
17. What happens if I upload multiple images to a portfolio?
The first image you upload will automatically be the cover image, but you can add additional images to the portfolio.
18. Can I update a portfolio after it has been created?
Yes, you can update the portfolio anytime, including adding new files, changing the cover image, or modifying project details.
19. What if I want to unlink a portfolio from a service?
Edit the portfolio and uncheck the linked service from the list. Save the changes to update the linkage.
20. How do I delete a portfolio?
Navigate to the Portfolio section, select the portfolio you want to remove, and choose the Delete option.
21. Can I view the portfolio details without linking it to a service?
Yes, portfolios exist independently and can be accessed from the Portfolio section even if not linked to any service.
22. What should I do if my uploaded file size exceeds the limit?
Reduce the file size to within the 1 GB limit or compress the file before uploading.
23. What type of file formats are supported in the portfolio?
You can upload various file formats, including images (JPG, PNG) and documents (PDF).
24. Is it possible to change the cover image after the portfolio is created?
Yes, you can update the cover image by editing the portfolio and uploading a new image as the first file.
25. How can I check if my portfolio is linked correctly to a service?
Visit the service details page to see if the portfolio appears as a linked card. Click the card to view the full portfolio.
26. What if I want to showcase multiple related projects in one portfolio?
Group related projects within one portfolio by including detailed descriptions and multiple files.
27. Can clients see the portfolios directly from their dashboard?
No, clients access portfolios linked to services through the service details page.
28. How can I ensure that portfolios are visually appealing?
Use high-quality images as the cover and include well-structured project descriptions to make the portfolio attractive.
29. What should I include in the project description?
Include the project objective, key achievements, client feedback (if available), and a brief overview of the service provided.
30. Can I preview how the portfolio will appear before publishing?
Yes, you can view the portfolio in the Portfolio section to see how it looks to clients.
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