Add a goal to CWM Board

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.

始める前に

Create a Board in CWM.

Role required: sn_cwm.cwm_user

手順

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 () from the Board header.
4. In the Board form on the side panel, select a goal from the Primary goal field.
5. Select Update.

タスクの結果

• 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.
  
  
  注:

  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.