How to add findings to portfolio

Promote insights and quotes from a research investigation into portfolio items, with every quote traceable back to its source.

Turn the insights you found in an investigation into portfolio items your team can prioritize, with the underlying quotes carried over as evidence and linked back to where they came from.

Plan availability

Research Hub AI is available on paid plans, from Repository up. Promoting an insight is a standard portfolio action with no separate gate.

Before you start, open the investigation whose findings you want to promote, and review the insights so they say what you want a portfolio item to say. See How to create an investigation and How to review insights and quotes.

What you'll do

1. Open the add-to-portfolio flow

2. Place each insight in the portfolio

3. Trace a finding back to its source

4. Filter the portfolio by investigation

How to open the add-to-portfolio flow

You can promote insights one at a time or in a batch. Both routes open the same guided flow.

• One insight - Open the insight to show its detail panel, then click Add to portfolio in the panel header.

• Several at once - Select insights with their row checkboxes. A Bulk edit bar appears at the bottom of the Insights panel. Click Add to portfolio.

Select insights, then Add to portfolio from the Bulk edit bar

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How to place each insight in the portfolio

The flow lists every insight you're promoting under Items on the left. Select an item to choose where it goes, using the options on the right under Select how to add this insight to the portfolio. An item stays marked Needs review until you've made that choice.

You have three options per item.

1

Create a new portfolio item

Pick the portfolio item type from the dropdown. The standard types are Pain point, Opportunity, and Solution, alongside any custom types your account has added. To set the same type for every item in one go, click Apply to all.

The type picker, with this account's custom types below the standard three

The Portfolio item preview shows the new item's name and description and how many quotes come with it ("Adding N quotes"). Those quotes land on the item as evidence.

Creating a new portfolio item from an insight

2

Add to an existing portfolio item

Smaply suggests existing items that match the insight, tagged MOST RELEVANT. Pick one, or click Search portfolio to find any item yourself. The insight's name and summary are appended to that item's description, and its quotes are added to the item's Evidence tab.

Suggested matches for an insight, tagged MOST RELEVANT

3

Don't add to portfolio

Choose this to skip the insight and leave it in the investigation only. It won't create or change any portfolio item.

4

Confirm

Once every item is placed, click Add [N] items to portfolio in the header. Smaply confirms with "N items successfully added to your portfolio." From there, Manage items in portfolio opens the portfolio in a new tab, filtered to this investigation, or Continue research returns you to the session.

Confirmation after promoting insights

Tip: A portfolio item type is not the same as an insight category

The Pain point / Opportunity / Solution types you pick here are portfolio item types. They're separate from the insight categories (Pain, Emotion, Gain, and so on) that the AI assigns during analysis.

You don't need a research investigation to build evidence. To add a quote, piece of feedback, or source link to a portfolio item by hand, see How to add evidence to a portfolio item.

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How to trace a finding back to its source

Every promoted quote stays linked to the transcript it came from. Open the portfolio item, go to its Evidence tab, and select a quote. Its source transcript opens on the right with the quote highlighted in place and a link back to the investigation.

The Evidence tab of a promoted portfolio item

To remove a quote from the item, click Unlink quote in the source preview. This detaches it from the portfolio item without touching the original quote in the investigation.

A quote highlighted in its source, with the Unlink quote action

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How to filter the portfolio by investigation

To see which portfolio items came from a given investigation, filter the Portfolio by research. Opening Manage items in portfolio from the completion dialog does this for you: the Table view loads with a Research is [investigation name] filter chip and a count of matching items. You can also apply the Research filter yourself from any portfolio view.

The portfolio filtered to one investigation

Related topics

How to review insights and quotes

Refine insights and quotes before you promote them.

How to add evidence to a portfolio item

Add evidence by hand, including quotes, feedback, and source links.

How to create a portfolio item

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

How to use portfolio item cards

Place promoted items as cards on a journey map.