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 have the option of adding key results to your objectives, to help you track progress towards your goals. 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. 

Publish portfolio objectives

Click the drop-down menu and select 'Publish Portfolio Objectives' to create a pdf version of your portfolio OKRs. 

Change portfolio objectives view

There are three view options for objectives that display different levels of information. You can change the the view using the View options drop downCollapsed - this displays the objective title, and any associated key results

Expanded - this is the default view. This shows the objective title, objective description and any associated key results. 

Detailed - this view displays the objective title, description, any associated key results and any contributing roadmap initiatives. This view displays a link to contributing roadmap initiatives, along with the details of the product, and which column the initiative is in. 

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.