How to create custom portfolio item types
Define your own portfolio item types, with their own scoring and statuses, so the portfolio fits how your team works.
Beyond the built-in pain points, opportunities, and solutions, you can define your own portfolio item types with their own icon, scoring, and statuses. Set one up once at the account level and it works on every journey map, exactly like the built-in types.
Prerequisites
You're an Admin at the account level. Custom types live in Account Settings, which only Admins can open.
Where custom item types live
Custom types are managed in Account Settings > Customization, on the Custom cards sub-tab. The list shows every type in your account: the built-in Opportunity, Pain point, and Solution (which you can edit but not delete), plus any custom types you've added.
An account can have up to 8 portfolio item types in total: the 3 built-in types plus up to 5 custom ones. The N of 8 used counter next to + New custom card tracks how many you've used.
How to create a custom card type
Each custom type carries the same example through the steps below: a Risk type for tracking risks across journeys.
Open the new card dialog
Click + New custom card. A full-page dialog opens with the type's settings.
Name the type and pick an icon
Under Custom card details, enter a Name (here, Risk) and choose an Icon. The icon and color are how the type appears on cards, in the views, and in the chart legend. Save stays disabled until the type has a name.
Choose which fields the type has
Under Field customization, turn on the fields this type should carry. Description is on by default; Statuses and Scores are off until you turn them on. Assignee and Priority are marked Auto-populated, so they work without any setup. Leave Enable linking on under Settings if you want items of this type to link to other items.
Customize the scoring model
Next to Scores, click Customize. A type has three score dimensions, labelled A, B, and C, each with a name you can edit and each scored from 1 to 100. The names are yours to set; this example uses Impact, Feasibility, and Potential.
These three dimensions drive the prioritization chart: A is the vertical axis, B is the horizontal axis, and C is the bubble size. Click Save to return to the type.
Customize the statuses
Next to Statuses, click Customize. Statuses sit in three fixed categories: Not Started, In Progress, and Done. To add, rename, reorder, or delete the individual statuses inside a category, click Add / edit statuses on that row.
In Edit Statuses, drag the handle to reorder a status, edit its name in place, or use the trash icon to remove it. Add status adds a new one to the category. Click Save to return.
Save the type
Click Save in the dialog header. The type appears in the Custom cards list and the N of 8 used counter goes up by one. Anyone in your workspaces can now create items of this type, and add them to journey maps as cards, the same way they would an opportunity or a pain point.
How to edit a type or rename a score dimension
To change a type later, click Edit on its row in the Custom cards list. The same dialog opens, and you can rename the type, swap its icon, toggle fields, or reopen Customize scores and Customize statuses.
Two behaviours are worth knowing before you edit a type that already has items:
Renaming a score dimension takes effect immediately, on every existing item of that type and every card that displays them.
Structural changes, like adding or removing a field such as a status or a score, apply to existing items as well as new ones. Content does not backfill, though: if you add a default description, items created before the change keep their own.
How to delete a custom card type
Deleting a type removes far more than the type itself, so do this only when you're sure no items of that type are still needed.
To delete, click the trash icon on the type's row. The built-in types cannot be deleted, so the icon is only active on custom types. A Confirm deletion dialog explains what will happen.
Warning: Deleting a type deletes every item of that type
Confirming removes every item of the type from your account and your journey maps. Any card that showed one of those items is left in an error state on the maps where it was used. Click No, go back to keep the type; click Delete only if you want this cascade.
Related topics
Last updated