Smaply Helpdesk
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      • Office 365 Excel
        • Configuring the Office 365 Excel integration
          • Setup service account for O365 Excel
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        • Using the O365 Excel integration in a metric
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        • Configuring the Google Analytics integration
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        • Configuring the PowerBi Integration
          • Set up Service Account for PowerBI
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        • Using the Power BI integration in a Metric
    • Planning tools
      • Trello
        • Configure Trello with an api key
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        • Configuring Asana using a Personal access token
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        • Configuring Azure Devops with a personal token
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        • Configuring Linear with Personal API key
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        • Configuring JIRA with an api key
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    • Introduction to metrics
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      • Series metrics
        • Create a series metric
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        • Create a number metric
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        • Create a comparison metric
    • Setting up metrics
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  1. Account settings

Taxonomy

PreviousUser managementNextTags

Last updated 4 months ago

Portfolio taxonomy

Admins at the account level can customize the taxonomy for portfolio items such as opportunities, pain points, and solutions. In this section, admins can:

  • Rename each portfolio item in both singular and plural form.

  • Modify the three parameters (e.g., impact, reach, cost) to suit organizational needs.