Add a goal to CWM Board

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Associate a goal to your Board so that you can plan and track all the tasks and activities that contribute to this goal directly from the Collaborative Work Management workspace.

    Vorbereitungen

    Create a Board in CWM.

    Role required: sn_cwm.cwm_user

    Prozedur

    1. Navigate to Workspaces > Collaborative Work Management.
    2. From a Space, select a Board that you want to add a goal to.
    3. Edit the Board by selecting the Edit icon (Edit icon.) from the Board header.
    4. In the Board form on the side panel, select a goal from the Primary goal field.
    5. Select Update.

    Ergebnisse

    • Within CWM workspace: The current Board is associated with the selected goal, and is shown in the Board details page.
    • Within Strategic Planning workspace: If the goal that you selected is part of a portfolio plan within Strategic Planning Workspace, you can see that this CWM Board is added to the goal as a planning item.
      CWM Board as a planning item for a goal in Strategic Planning Workspace.
      Hinweis:
      CWM Board must be configured as a planning item for the lens that is used to create the portfolio plan. For more information, see Connecting CWM with Strategic Planning or Portfolio Planning.