Linked custom cards

You can now connect your custom cards – pain points, opportunities, etc. – to each other to create a meaningful network of insights and actions.

Why this matters

Journey management doesn’t stop at identifying a problem. Now you can explicitly connect pain points, solutions and opportunities, helping teams see dependencies and track progress across your portfolio.

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How to link custom cards

You can link your custom cards to each other – as many as you need. Here's how to do it:

In the Journey Editor

• Double click a portfolio item card to open its card sidebar.

• Click "Add linked items" (or View linked items, if there's already existing ones) to open the Link Tree.

• Once you opened the Link Tree view, add or edit connected portfolio items, or explore these connections in detail by clicking the plus button, or hovering below any linked item.

• You'll see the links you created as a pill connected to the card → Hover to see a quick overview

• You also get to the link tree from the custom card edit-modal, including their statuses. In the example below, two opportunities are linked, of which one has the status "done" (green), and the other one is in progress (blue).

• Switch the card display to Linked items: Change your card to display the links directly instead of the usual portfolio item detail.

In the Portfolio Overview

• Link counts in the table: See how many links each item has directly in the table view.

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The Link Tree

• Open it from any of the above described locations

• Add pain points, opportunities, or solutions from your workspace

• See linked items per type, along with a status bar to track progress

• Easily browse through all connections by clicking on "explore links" upon selecting a linked items.

This helps you visually navigate and manage complex relationships between challenges and responses.