Add a goal to CWM Board

  • Release version: Xanadu
  • Updated July 31, 2025
  • 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.

    Role required: sn_cwm.cwm_user

    Procedure

    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 (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.
      CWM Board as a planning item for a goal in Strategic Planning Workspace.
      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.