Create a board

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 5분

    • Create boards that bring strategic priorities, goals, and targets together in one focused view, helping your organization stay aligned and drive measurable business outcomes.

    시작하기 전에

    Role required: sn_apw_advanced.spw_goal_user

    이 태스크 정보

    Boards can be configured in three ways:
    • Strategy-based board: Tracks strategic plans or strategic priorities to align high-level direction with team execution.
    • Goal or target-based board: Tracks goals, targets, or a combination, with filtering by entity type and entity to focus on the most relevant goals.
    • A combined strategy and goals-based board: Tracks both strategy (strategic plans and strategic priorities) and goals or targets together.

    프로시저

    1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
    2. On the Strategy and Goals page, select New board.
    3. Make your selections by using the New board wizard.
      1. On the Board details step, fill the details and then select Next.
        Option Description
        Board name Enter a name for the board.
        Select what you want to track Select one or both options to determine what you want to track on the board:
        • Strategy: Enables you to filter strategic plans and strategic priorities that you want to view and track on the board. This option enables the Strategy page on the board after creation.
        • Goals: Enables you to select entities to track goals for, or filter the goals and targets that you want to view and track on the board. This option enables the Goals page on the board after creation.

        Selecting both Strategy and Goals options enables both Strategy and Goals pages on the board.

        Create a board in strategy and goal for tracking both strategy and goals.
        Select the start and end dates for the strategic priorities or goals you want to track Fill the start and end dates for the board.
        주:
        The start and end dates for your board act as a date range filter for all the items (strategic plans, strategic priorities, and goals) displayed in the board.
      2. On the Filter Strategy step, fill the details and then select Next.
        Option Description
        Select what to filter by Select Strategic plans or Strategic priorities option based on which you want to filter data create board.
        • Strategic Plans: Enables you to filter the strategic plans that you want to view on the board and their associated strategic priorities (if any).
        • Strategic Priorities: Enables you to filter the strategic priorities that you want to view on the board and their associated strategic plans (if any).

        Create a board in strategy and goal for tracking a strategic plan and its associated goals.
        Filter conditions to show strategic plans / strategic priorities on the board Apply the filters to see the required records on the board.

        For example, you can filter strategic priorities that belong to the Chatbot team.

        Apply filters on the Strategy step for Strategic priorities.
      3. On the Filter Goals/Targets step, select an entity type from the Select an entity type list, select the required entities, and then select Create.
        팁:
        To narrow your focus, select Advanced filter criteria to apply additional filters on the goals or targets displayed on the board. For example, you can filter goals that belong to the Chatbot team.

        Apply filters on the Goals/Targets step for team's goals.

        You can use Previous and Next to navigate between the steps.

      4. Select Create.

    결과

    The board is created and displays the Strategy page, Goals page, or both, depending on what you selected to track.