> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/portfolio.md).

# Portfolio

- [Portfolio overview](https://helpdesk.smaply.app/portfolio/portfolio.md): Track and prioritize pain points, opportunities, solutions, and custom-typed items across your workspace
- [How to create a portfolio item](https://helpdesk.smaply.app/portfolio/how-to-create-a-portfolio-item.md): Create pain points, opportunities, solutions, or custom-typed items in your portfolio and reuse them across journey maps.
- [How to use the portfolio summary](https://helpdesk.smaply.app/portfolio/how-to-use-the-portfolio-summary.md): See every portfolio item's volume, status, priority, and ownership at a glance, then jump straight into prioritization.
- [Portfolio prioritization](https://helpdesk.smaply.app/portfolio/prioritization.md): Chart, table, and kanban views of your portfolio for prioritization work. Toggle between them and filter to focus on the items that matter.
- [How to use the portfolio chart](https://helpdesk.smaply.app/portfolio/prioritization/how-to-use-the-portfolio-chart.md): See your whole portfolio prioritized at a glance, with the highest-impact, most-feasible items grouped together.
- [How to use the portfolio table](https://helpdesk.smaply.app/portfolio/prioritization/how-to-use-the-portfolio-table.md): Review every portfolio item in your workspace side by side, then filter and sort to the slice you care about.
- [How to use the portfolio kanban](https://helpdesk.smaply.app/portfolio/prioritization/how-to-use-the-portfolio-kanban.md): Lay your portfolio out in columns by status, priority, assignee, or tag category, and drag items between them to move them along.
- [How to create custom portfolio item types](https://helpdesk.smaply.app/portfolio/how-to-create-custom-portfolio-item-types.md): Define your own portfolio item types, with their own scoring and statuses, so the portfolio fits how your team works.
- [How to link portfolio items](https://helpdesk.smaply.app/portfolio/how-to-link-portfolio-items.md): Connect related portfolio items, like a pain point to the solution that addresses it, so your team can see how challenges and responses fit together.
- [How to add portfolio items to a journey map](https://helpdesk.smaply.app/portfolio/how-to-add-portfolio-items-to-a-journey-map.md): Add portfolio items from the Portfolio or Research Hub to a journey map in one action, with Smaply AI placing each on its step.
- [How to add evidence to a portfolio item](https://helpdesk.smaply.app/portfolio/how-to-add-evidence.md): Back a portfolio item with evidence by adding quotes, feedback, and source links by hand, or by promoting findings from research.
- [How to export portfolio to CSV](https://helpdesk.smaply.app/portfolio/how-to-export-portfolio-to-csv.md): Export the portfolio table, or a filtered subset, as a CSV file for offline analysis or sharing outside Smaply.
- [How to import portfolio items from a spreadsheet](https://helpdesk.smaply.app/portfolio/how-to-import-portfolio-items-from-csv.md): Bring portfolio items in from a CSV or Excel file, mapping columns to fields and choosing whether each row updates an existing item or creates a new one.


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