# Custom cards: Opportunities, pain points, solutions

### The portfolio of pain points, opportunities and solutions

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2Fm0AB732Zjqla5b9wOn43%2Fimage.png?alt=media&#x26;token=a8854bed-76dd-4764-a53e-7cbe20fad8a5" alt=""><figcaption></figcaption></figure>

In the **Portfolio** section of your dashboard, you’ll find your **custom cards**, including the default types: **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

### Custom cards: add your own card types

On top of the three default portfolio card types (= opportunity, pain point and solution cards), you can add additional custom cards to match your organization's needs. Your company works with *Insights* or *Moments of Truth*? Simply create these  in your account settings.

{% hint style="info" %}
*You can* [*customize the names and dimensions*](https://helpdesk.smaply.app/account-settings/customization) *of your all your custom card types in your account settings.*
{% endhint %}

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FcFcEl2vWeMjWM9BliFif%2Fimage.png?alt=media&#x26;token=2a6bde47-eff4-4478-932d-5f0492b548ad" alt="" width="563"><figcaption></figcaption></figure>

### How to add **custom cards to your journey maps?**

1. [Add the dedicated lane](https://helpdesk.smaply.app/journey-editor/editor/lanes-columns) of which portfolio card you'd like to add, or simply add the respective card type – depending on your needs.

   <figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FhVTpQF7oR7X9wRChbWkD%2Fimage.png?alt=media&#x26;token=3b9d009c-d607-4164-9f05-8c1a7611ba91" alt="" width="288"><figcaption></figcaption></figure>
2. When you add a custom card to your journey, a modal opens that shows existing items. Choose one of these, or create a new one.&#x20;

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FnAh8gdjN7QNirfBs2nWs%2Fimage.png?alt=media&#x26;token=d6b6fade-14b6-4734-bc18-f64c8ae90e02" alt=""><figcaption></figcaption></figure>

### Example: How to create a pain point&#x20;

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FZbiU5boaFV4eUSN0RFFD%2Fimage.png?alt=media&#x26;token=8f70a94e-e6ef-411c-b127-d43217de61fd" alt=""><figcaption></figcaption></figure>

In this example we create a new pain point.&#x20;

1. **Name** the pain point
2. **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.&#x20;
3. **Define parameters** that are decisive for the position and size of the dot in the [Portfolio matrix](https://helpdesk.smaply.app/portfolio/portfolio-summary-and-matrix) -> Here the parameters are called Impact, Reach, and Cost; they can be [customized](https://helpdesk.smaply.app/account-settings/customization) though by the admin of the shared workspace.
4. Add a priority, a status, and an assignee.
5. **Add tags** for easier management of your pain points in the portfolio matrix.&#x20;

{% hint style="warning" %}
*The changes you make will affect **all cards in journey maps of this workspace**, where this portfolio data is linked.*
{% endhint %}

In this modal, you can also see in how many and which maps your pain point has been used.

Clicking on a portfolio item 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** (a*nd will affect all cards in journey maps of this workspace, where this portfolio data is linked*).

All white sections in this sidebar refer to the card, such as the persona assigned and tags, or the comments added to this card.

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2F1zHkXiV1WVjmmSYoq0Qp%2Fimage.png?alt=media&#x26;token=ca5079ba-2f6c-4920-9f1d-de5974b6f982" alt="" width="563"><figcaption></figcaption></figure>

### Display options

Choose from different options of how you want to display your portfolio item in a journey map: Full or shorened description, compact or custom view, or [linked-custom-cards](https://helpdesk.smaply.app/portfolio/linked-custom-cards "mention")

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FEjWqGJqj5wOHK89E9LLZ%2Fimage.png?alt=media&#x26;token=436cd636-d23c-4ee6-a4d4-6405cb648b73" alt=""><figcaption></figcaption></figure>

### 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:

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2Fd8aazrReQomudjvwfrmm%2Fimage.png?alt=media&#x26;token=e0a2a74a-9de2-425c-928b-8575f389afba" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FxyV9uaTEJfdCWCcczLzG%2Fimage.png?alt=media&#x26;token=ac33cc48-afed-4ee0-91ee-2df44004f0d9" alt="" width="375"><figcaption></figcaption></figure>