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Portfolio overview

Track and prioritize pain points, opportunities, solutions, and custom-typed items across your workspace

Portfolio items are native Smaply objects (pain points, opportunities, solutions, or custom types) that live at the workspace level. Items naturally appear across multiple journey maps when you add them as cards, and editing once updates everywhere.

Create and connect

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Create a portfolio item

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

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Portfolio item cards

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

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Link portfolio items

Connect items to express relationships, like a pain point to its solution.

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Custom item types

Define your own item types beyond the built-in three, with custom scores.

Prioritize

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Portfolio summary

The dashboard that lands when you open the Portfolio menu.

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Prioritization views

Chart, table, and board views for ranking and managing items.

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Export to CSV

Export the portfolio table for offline analysis.

Research and evidence

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Add findings to portfolio

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

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Add evidence

Back an item with quotes, feedback, and source links, by hand or from research.

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Review insights and quotes

Refine the insights and quotes in an investigation before they become evidence.

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