How to create a portfolio item
Create pain points, opportunities, solutions, or custom-typed items in your portfolio and reuse them across journey maps.
Capture a pain point, opportunity, solution, or any custom type once, then score it, prioritize it, and reuse it across every journey map in your workspace.
Prerequisites
You need Editor or Admin access in the workspace to create portfolio items. Viewers can open the portfolio but can't add to it.
You can also create a portfolio item without opening the Portfolio area at all, directly from a card on a journey map. See How to use portfolio item cards for that path.
How to create a portfolio item
There are two places to start a new item in the Portfolio area:
From a type card on the Summary - Each type has its own card on the Portfolio Summary with a Create [type] link in its footer, such as Create solution or Create pain point. Use this when you already know the type.
From any view's toolbar - Open the Table, Board, or Chart view and click the blue + Create new button. You pick the type as part of the create flow.
Both open the same create modal. The steps below start from a type card.
Open the Portfolio area
In the workspace sidebar, click Portfolio. It opens on the Summary, a dashboard with one card per item type: Opportunity, Pain point, Solution, and any custom type your account has added.
Start a new item
On the card for the type you want, click Create [type] in the footer, for example Create solution. The create modal opens on the Details tab.
Name and describe the item
Name pre-fills with "New [type]"; replace it with something specific. Add detail in the Description field, which supports bold, font sizes, and bulleted lists.
Score and classify the item
Fill in the right-hand fields to make the item findable and sortable later:
Priority - High, Medium, Low, or None (the default).
Status - the values depend on the type. A Solution offers No status, Research, Discarded, Design, Development, and Done.
Assignee - the workspace member responsible, from Select a user.
Tags - a type-specific field (for a solution, Solution Tags). Click + Add to apply one.
Score - rate each dimension on the five-dot scale or type a value in the box beside it. This workspace uses Impact, Feasibility, and Reach; an admin can rename these dimensions, so yours may differ.
Save the item
Click Save. The item joins its type on the Summary and appears in every view, where you can prioritize it alongside the rest of your portfolio.
What happens after you save
A portfolio item is not tied to the journey map or view you created it from. The same item can sit on many maps at once, and editing it updates every instance everywhere it appears in the workspace. So a solution you create here can be dropped onto several journeys, and a later change to its status or score is reflected on all of them.
Items of a custom type are created exactly the same way: open the type's card on the Summary and click its Create [type] link, or use + Create new and pick the type. To define a new type with its own labels, statuses, and scoring dimensions before you can create items in it, see How to create custom portfolio item types.
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