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Create Portfolio Templates

This article is archived and is no longer updated. Go to the latest information on creating portfolio templates.

Administrators can define templates for portfolios. Portfolio templates define the structure and style of portfolios, leaving it to users to populate the portfolio with appropriate artifacts. Templates are useful for applying a standard structure to ensure that user portfolios meet the educational goals for the portfolio.

When creating portfolios, users can select a template.

How to Create a Personal Portfolio Template

  1. On the Administrator Panel in the Tools section, click Portfolios.
  2. Click Create Template.
  3. Provide a title for the portfolio. The title appears at the top of the portfolio. Optionally, provide a description and instructions.
  4. Define the template content settings and availability.
  5. Click Submit. The template opens for editing.

The first time you create a portfolio, you have the option of taking a brief guided tour of the portfolio authoring canvas. If you choose to skip or replay the tour, you can access it at any time from the orientation bar. Click the tour's compass icon ( Image illustrating associated text ) next to help. 

You can customize your portfolio's header and footer. After creation, click the pencil icon ( Image illustrating associated text ) to edit the header and footer.

Image of an edit portfolio page

A portfolio consists of pages and sections. Use a page to provide structure to the portfolio. Each page must have at least one section. Use a section to provide structure to the page's content.

The menu on the left shows all of the portfolio's pages and sections, which you can use to manage them. Click the plus (+) icon at the top of the menu to add pages and sections. To delete pages, click the trash can icon ( Image illustrating associated text ) to the right of a page.

Deleting a page also deletes all of the sections and content on that page. Artifacts associated with a section remain in the My Artifacts repository, and you can reuse them.

Use the drag-and-drop function to rearrange pages and sections in the menu. During authoring, use the menu to move among pages to edit them.

After creation, click the pencil icon next to a section title to edit it. Each section has a content editor for creating freeform content. The content editor appears dynamically when clicking in the content editor box. You can associate one or more artifacts with each section. Typically, you add artifacts to a section and use the content editor to reflect on those artifacts.

The Settings option allows you to change the settings' decisions made when creating the portfolio, such as the portfolio title and description.

The Preview and Customize option allows you to see how the portfolio will look, and make layout and color palette decisions that affect the final design of the portfolio.

The Done Editing option allows you to exit the portfolio authoring canvas.
 If you try to exit without saving new and updated content, you are warned of unsaved changes.