How to link portfolio items

Connect related portfolio items, like a pain point to the solution that addresses it, so your team can see how challenges and responses fit together.

To link portfolio items, open one, go to its Linked items tab, and add the items you want to connect it to. Links work in both directions, so you only make them once.

Plan availability

Linking portfolio items is available on the Governance plan.

Prerequisites

• An Editor or Admin role on the workspace

• At least one other portfolio item to link to

How to link one portfolio item to another

1

Open the portfolio item

From the Portfolio, open an item from the Table view, or click a portfolio item card on a journey map. The item opens in its edit modal.

2

Open the Linked items tab and click + Add linked items

Select Linked items, then + Add linked items. The Explore links to view opens, with one column for each portfolio item type in your workspace.

Explore links to, one column per item type

3

Pick a type and search for the item

Click + on the column for the type you want to link, for example Solutions. In the panel that opens, search for the item, or click Create to make a new one inline. Narrow the list with the All, Current map, and Created by you filters.

Search for an item to link, or create one

4

Select the item

Check the item you want and click Select. It joins that column. Add as many links as you need, then close the view.

5

Review the link

Back on the Linked items tab, the linked item appears grouped under its type with a progress bar. Click it to preview its full details in a side panel.

The linked item on the Linked items tab

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How links work

• Any type to any type - Link a pain point to an opportunity, an opportunity to a solution, or any other combination. Links are not limited to a fixed pain point to opportunity to solution sequence.

• Both directions at once - A link you add from one item shows on the other item too. You do not create it twice.

• No limit - Link an item to as many others as you need.

• Status at a glance - Each linked item carries its status, shown by colour (for example green for done, blue for in progress), with a progress bar per type so you can read how a cluster of work is tracking.

Linking is different from the same item appearing on more than one journey map, which happens on its own and is not a link. For that, see How to use portfolio item cards. To back an item with quotes and sources rather than connect it to other items, see How to add evidence to a portfolio item.

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How to remove a link

Open the Linked items tab and click Edit linked items to reopen the Explore links to view. Find the linked item and turn its selection off. The link is removed from both items right away, and neither item is otherwise changed.

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How to see links across your portfolio

The Table view in the portfolio prioritization views has a Links column showing how many links each item has, so you can spot well-connected items and gaps at a glance. See How to use the portfolio table.

Related topics

How to add evidence to a portfolio item

Back an item with quotes, feedback, and source links.

How to create a portfolio item

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

How to use portfolio item cards

Place a portfolio item as a card on a journey map.

How to add findings to portfolio

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