Associate a product idea with a goal

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a goal relationship by associating one or more product ideas with goals. Focus and target on product ideas by defining specific goals.

    Before you begin

    Role required: pf_user or apw_user or goal_user

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace.
    2. Select Feedback.
    3. Select Product idea and then Create product idea.
    4. From the Product ideas List, select one or multiple ideas to associate.
    5. Select Add.
    6. From the Goal list, select a goal.
      For more information on goals, see Associate a planning item with goals or targets.
    7. If you want to set a goal as primary goal, then select the Primary goal check box.
      The remaining fields are auto-populated from the goal record.
    8. Select Save.
      You can now track your goals from the Goal Relationship list.