Portfolio Objectives

← Back to Objectives and Key Results section

  • Availability
    • Plan: All
  • Roles and Permissions
    • Add/Delete: Admin
    • Edit: Admin
    • View only: Editor, Reviewer

Portfolio objectives apply to all products and all product lines available on your account. You can also add specific product objectives if needed.

Add Portfolio Objectives

You can access your portfolio objectives from one of two places:

  • From the "Objectives and Key Results" tab under Product Portfolio

  • From the "Portfolio" tab under a specific product

To add a new objective from the Portfolio tab, go to Add Portfolio Objective on the top right of either view, which will then prompt the creation slide out.

You’ll then see the option to give the objective a name, color and description, and once finished your new objective will be visible in the portfolio. 

If you need to edit these at any time, just select the objective to prompt the slide out again.

You can also add a new objective from within a roadmap card.

To do so, click on the roadmap card to prompt the slideout, then click on the objective field to see your objective list.

Click on  Create new objective. Here you can choose your objective title and select the label color. If you need to give the objective a description, you may access it from the Portfolio Objectives tab on any of the available views.

If you need to edit the objective, just hover over it and you'll see the Edit button. 

Archive Portfolio Objectives

Portfolio Objectives can be archived from one of two places:

  • From within any of the objectives tab (Portfolio or Product view)
  • From within a roadmap card.

To archive an objective from the objectives tab, click on the objective and locate the ellipsis at the top right. Here you will find a contextual menu that will allow you to further manage the objective, including the option to archive it.

To archive an objective from a roadmap card, click on the objective dropdown and hover over the portfolio icon to trigger the 'Edit' option. Once there, click on the available ellipsis and select the option to archive.

All archived objectives are visible on the portfolio objectives tab by clicking on the ellipsis and selecting 'Show Archived.'

Delete Portfolio Objectives

Portfolio Objectives can be deleted from one of two places:

  • From within any of the objectives tab (Portfolio or Product view)
  • From within a roadmap card

To delete an objective from the objectives tab, click on the objective and locate the ellipsis at the top right. Here you will find a contextual menu that will allow you to further manage the objective, including the option to delete it.

To delete an objective from a roadmap card, click on the objective dropdown and hover over the portfolio icon to trigger the 'Edit' option. Once there, click on the available ellipsis and select the option to delete.

Important!

Once deleted, an objective cannot be recovered.

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