---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Add a goal to CWM Board

# Add a goal to CWM Board {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.

## Before you begin

[Create a Board in CWM](https://www.servicenow.com/docs/ZnKGxHPDRSStTkZNxZeGvw "Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.").

Role required: sn_cwm.cwm_user

## Procedure

1. Navigate to WorkspacesCollaborative 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.

## Result

* 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.  

  Note:  
  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](https://www.servicenow.com/docs/UIox8QlhSgPjz87uo4ZbqA#connect-cwm-spw "Configure Strategic Planning or Portfolio Planning to include CWM Boards so that you can plan, roadmap, and associate goals to Boards in a portfolio plan.").
{#add-goal-to-cwm-board__ul_of2_3wd_2bc}

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