Linked portfolio items
You can now connect your portfolio items – pain points, opportunities, and solutions – to each other to create a meaningful network of insights and actions.
Why this matters
Journey management doesn’t stop at identifying a problem. Now you can explicitly connect pain points, solutions and opportunities, helping teams see dependencies and track progress across your portfolio.
How to link portfolio items
You can link pain points, opportunities, and solutions to each other – as many as you need. Here's how to do it:
In the Journey Editor
Double click a portfolio item card to open its card sidebar.
Click "Add linked items" (or View linked items, if there's already existing ones) to open the Link Tree.
Once you opened the Link Tree view, add or edit connected portfolio items, or explore these connections in detail by clicking the plus button, or hovering below any linked item.
You'll see the links you created as a pill connected to the card → Hover to see a quick overview
You also get to the link tree from the portfolio item edit-modal, including their statuses. In the example below, two opportunities are linked, of which one has the status "done" (green), and the other one is in progress (blue).
Switch the card display to Linked items: Change your card to display the links directly instead of the usual portfolio item detail.
In the Portfolio Overview
Link counts in the table: See how many links each item has directly in the table view.
The Link Tree
Open it from any of the above described locations
Add pain points, opportunities, or solutions from your workspace
See linked items per type, along with a status bar to track progress
Easily browse through all connections by clicking on "explore links" upon selecting a linked items.
This helps you visually navigate and manage complex relationships between challenges and responses.
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