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On this page
  • Portfolio Customization
  • Icon Customization
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  1. Account settings

Customization

PreviousUser managementNextTags

Last updated 2 days ago

Account admins can customize various aspects of their portfolio and their icons for better alignment with their organization’s needs

Both features are accessible in the Account Settings section and are available for paid plans.

Portfolio Customization

  • Rename Portfolio Items: Customize the names of portfolio items (e.g., opportunities, pain points, solutions) in both singular and plural forms.

  • Modify Parameters: Adjust the three default parameters (e.g., impact, reach, cost) to better suit your organization’s specific requirements.

  • Define and edit portfolio statuses, grouped into overarching status categories (e.g., “In Progress,” “Completed”)

Icon Customization

  • Customize Icons: Create and modify icon templates for use in any of your workspace journey maps.

  • Flexibility in Design: Customize icons to fit your team's visual preferences, enhancing the clarity and organization of journey maps.