Creating work items using recommendations and initiatives
Create a Strategic Portfolio Management (SPM) or Collaborative Work Management (CWM) work item using recommendations and initiatives for faster execution and actionable goals.
Work items enable the automatic conversion of impact entities into actionable items. Using work items eliminates manual co-ordination across systems, reduces fragmented workflows, avoids inefficiencies, presents delays in leveraging valuable insights, and duplicate efforts.
You can use the Impact Workspace to convert impact squad recommendations,
free-form recommendations,
or initiatives into SPM or CWM work
items such as:
- Product Idea
- Demand
- Project
- Story
- Epic
- Feature
- Collaborative Work Management (CWM) Board
Note that you
cannot convert recommendations
or initiatives into work items
in the following conditions:
- Recommendations that are classified as initiatives and accelerators.
- Hidden or disliked recommendations.
- Free-form initiatives with a Completed or Cancelled status.