How to add evidence to a portfolio item

Back a portfolio item with evidence by adding quotes, feedback, and source links by hand, or by promoting findings from research.

To add evidence to a portfolio item, open it, go to the Evidence tab, and click + Add to record a quote, a piece of feedback, or a link to a source. Quotes promoted from research land on the same tab.

Prerequisites

You need a portfolio item to add evidence to, and an Editor or Admin role on the workspace.

How to add evidence by hand

1

Open the portfolio item and go to the Evidence tab

Open the item from the Portfolio or from a portfolio item card on a journey map, then select the Evidence tab.

2

Click + Add

A blank Evidence item form opens on the tab.

The manual evidence form

3

Fill in the evidence

Enter the Details (the quote or note) and pick a Type: Quote, Feedback, or Other. Type and Details are required. Optionally set the Sentiment (positive, neutral, or negative), an Evidence date, and a Source link back to where the evidence came from.

Choosing the evidence type

4

Save the evidence

Click Add evidence. The entry appears on the Evidence tab, grouped by type, with a coloured edge that matches its sentiment.

A saved piece of evidence on the Evidence tab

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How to add evidence from research

You do not have to enter every piece of evidence by hand. When you promote an insight from a Research Hub investigation, its quotes are attached to the portfolio item's Evidence tab automatically, each one traceable back to its source transcript. Select a research quote on the tab to open its source with the quote highlighted, and use Unlink quote there to detach it without changing the original.

Evidence carried over from a research investigation

For the full flow of promoting insights and tracing them back to their source, see How to add findings to portfolio.

Related topics

How to add findings to portfolio

Promote research insights into portfolio items, with quotes carried as evidence.

How to create a portfolio item

Create pain points, opportunities, solutions, and custom-typed items.

How to link portfolio items

Connect related items, like a pain point to its solution.

How to review insights and quotes

Refine insights and quotes in an investigation before promoting them.