How to use the portfolio table

Review every portfolio item in your workspace side by side, then filter and sort to the slice you care about.

The Table lists every portfolio item in your workspace in one place, with scores, status, priority, and usage in columns you can sort and filter. Use it to compare items side by side and narrow down to the ones you want to act on.

How to open the Table

The Table is one of three views on the prioritization screen, alongside Board and Chart. Open it from the Portfolio summary in either of two ways:

• View details in the summary header opens the views screen.

• Explore all on any type card does the same, scoped to that type.

The views screen remembers the last view you used. If it opens on Board or Chart, click Table in the Table / Board / Chart switcher at the top right of the toolbar.

The view switcher, top right of the toolbar

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Reading the columns

Each row is one portfolio item. The first column shows its Name with a type icon, so you can tell opportunities, pain points, solutions, and any custom types apart at a glance.

The portfolio Table, populated

Two column groups sit under shared headers:

• SCORES holds the three scoring dimensions for your items, shown here as Impact, Feasibility, and Reach. These names are set by an admin, so yours may read differently. The defaults are Impact, Reach, and Cost.

• LINKS breaks down how many other portfolio items each item is linked to, counted by type. Linking expresses relationships such as a pain point connected to the solution that addresses it. See How to link portfolio items.

Used in counts the journey maps that contain the item. It is clickable, which is how you find every map an item appears on without opening the item first. The remaining columns, Status, Priority, Tags, and Updated, hold the same values you set when you create or edit an item.

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How to filter and sort the list

Click the filter icon in the toolbar to narrow the list. Each dimension expands to its own set of values, so you can combine filters, for example High priority items of one type that are still in progress.

Filter dimensions

You can filter by Journey map, Type, Status, Status category, Priority, Assignee, Tags, Updated, and Content source. Each one expands to a checklist of its values, so you tick the ones you want.

A filter dimension expanded to its values

Clear all removes every filter at once. The result count at the top left updates as you go, so a filtered list reading "24 results" tells you how many items match.

To sort, click a column header. Sorting and filtering work together, so you can sort a filtered list, for example the highest-impact items assigned to one person.

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How to choose which columns show

Click Settings in the toolbar to open Display columns, then toggle any of Scores, Used in, Links, Status, Priority, Tags, and Updated. Turn off the columns you do not need to focus the table on the ones you are comparing.

Settings > Display columns

How to export the table to CSV

The download icon on the toolbar, to the right of the view switcher, exports the list to a CSV file. Any filters you have applied carry through, so you can export the whole portfolio or just the slice you have narrowed to. For the full export flow, see How to export portfolio to CSV.

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Related topics

Use the portfolio chart

Plot items on configurable axes for workshop-style prioritization.

Use the portfolio board

Manage items in status-based columns.

Use the portfolio summary

Scan volume, activity, and status across all item types.

Export portfolio to CSV

Export the portfolio, or a filtered subset, for offline analysis.