Skip to content

This is an example of what a RoboHead Portfolio would potentially look like. Discover what’s possible by clicking on the slides to expand their view or selecting the metrics icon in the upper right to view the project’s important data.

Amplify your team’s hard work

Through a RoboHead Portfolio, you can showcase your team’s creative capabilities (and efficiencies) with other departments, management, and external clients.

Portfolios create more visibility by highlighting project data and summaries in one easily accessible spot, helping you measure and articulate the value of the work you do.

The WOW factor
that will make you stand out!

Create an unforgettable view of the work you’ve done with RoboHead. Our Portfolios can accomplish the following:

• Create a clear description and project summary
• Highlight and show off final deliverable(s)
• Specific metrics to illustrate time savings, quality of work, etc
• Run filters or specifically select what is added
• Highlight specific team’s contributions and kudos
• Share online, so users can interact with your work
• Download to print or present yourself at your next meeting

Portfolio metrics

Online Portfolio

Customizable and Automatic

Highlight how well your projects are executed by choosing how the Portfolio will display and what data will be included. Whether it be the project scope, metrics, or aspirations, our Portfolios are completely customizable to fit your desired outcome to present your project’s end result.

Since RoboHead is already collecting so much data throughout your daily workflows, Portfolios can be set up to run and produce a final deliverable automatically.

Measure success through satisfaction surveys (and Kudos!)

RoboHead’s customer satisfaction surveys allow managers to send surveys upon the completion of each Project (along with final project deliverables, if desired) to gather reportable feedback on performance. These reporting metrics are important (and popular) to highlight when creating a Portfolio.

Learn more about RoboHead’s reporting capabilities.

satisfaction surveys

Portfolio – Three Key Takeaways:

Show not just tell
Portfolios are focused on the visuals by allowing you to identify the deliverables within your project to share the creative output.

Use data to highlight efficiency
Each measurable result or activity performed during a project in RoboHead can be highlighted and shown within a Portfolio.

Share and export with ease
RoboHead makes it easy to schedule, share and export Portfolios to internal departments, management, and external clients.

Looking for more insight about RoboHead’s Portfolios?

Find related articles, past webinars recordings, and annoucements on the RoboHead blog.

Webinar: Showcase your team’s work with Portfolios

A 30-minute session, showing you how to create Portfolios by identifying the deliverables within your project to share the creative output.

Watch Recording >>

Product Update: Portfolios, Project Summaries, and More!

This update introduces a completely NEW feature of RoboHead, our Project Portfolios, and popular features requested by our customers.

Continue Reading >>

RoboHead Reviews Free Trial

NEW! Try RoboHead.com’s Creative Review feature. It’s Free!

Our free, 14-day trial grants you access to our Reviews feature, allowing you to upload a creative file for feedback and approvals.

Continue Reading >>

Create an impressive Project Portfolio with RoboHead

How often does your team update their portfolio to show what they’ve done or share work with potential clients? Now is the time to produce an automated online portfolio out of the data and files attached to projects within your project management tool.

Contact the RoboHead team to learn more about our Portfolios and discover why our project management tool has been rated #1 amongst the creative and marketing industry.

Don’t just take our word for it.

Creative & marketing organizations around the world turn to RoboHead to bring their teams together to produce high-quality campaigns. Discover what our clients and past users have to say about RoboHead on the 4 top trusted review sites for project management software. *RoboHead is highly rated in Project and Resource Management as rated by Software Advice’s 2021 FrontRunner Report and G2’s 2021 Winter, Spring, and Summer Grid Report.