Opportunities, pain points, solutions
Here you'll find information on how to create and edit portfolio cards.
What is the portfolio?
In the Portfolio section of your dashboard, you’ll find opportunities, pain points, and solutions - three types of cards designed to capture and organize key insights from your journey maps.
Opportunities: Highlight potential improvements or areas for growth within the journey.
Pain points: Identify specific obstacles or frustrations encountered by users.
Solutions: Outline proposed ideas or actions aimed at addressing the identified pain points.
Each card type helps teams prioritize and track actionable insights across journeys
How to add Opportunities, pain points, and solutions to your journey maps?
First, you add the dedicated lane of which portfolio card you'd like to add, or simply add a portfolio card – depending on your needs.
When you add a portfolio card to your journey, you will get a modal that shows the items already created. You can choose one of those, or create a new one.
Example: How to create a pain point
In this example we create a new pain point.
Name the pain point
Describe it in detail -> This pain point will be reusable in all the maps of your workspace, so it's important to describe it in detail.
Define parameters that are decisive for the position and size of the dot in the Portfolio matrix -> Here the parameters are called Impact, Reach, and Cost; they can be customized though by the admin of the shared workspace.
Add a priority, a status, and an assignee.
Add tags for easier management of your pain points in the portfolio matrix.
The changes you make will affect all cards in journey maps of this workspace, where this portfolio data is linked.
In this modal, you can also see in how many and which maps your pain point has been used.
Clicking on a pain point (or opportunity, or solution) card in your journey opens the card detail sidebar as below. Please note that all info in the gray box is referring directly to the pain point (and will affect all cards in journey maps of this workspace, where this portfolio data is linked), while all white sections in this sidebar refer to the card, such as the persona assigned and tags, or the comments added to this card.
Portfolio summary in the journey map info section
The journey information displays a summary of all added items. Click on an item to open the portfolio page, pre-filtered to show the relevant entries from the current map:
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