Add aligned work items, child objectives, and linked items to objectives

This article describes the updated objective details panel. For information about the legacy objectives details panel, click here.

After you create an objective, you can add internal and external objects that are related to your objective in the aligned work items, child objectives, and linked items sections.

Topics in this article:

• Add aligned work items
• Add child objectives
• Add linked items

Add aligned work items

Use the epics, capabilities, features, dependencies, risks, and impediments sections to add or associate these types of items to the objective. The sections that display depend on the objective mappings set in portfolio settings. Objectives should be tied to epics or features to display on roadmaps. 

Add aligned work items on the objectives page:

1. Select Teams in the top navigation bar and select the entity you want to create objectives for.
2. On the sidebar, select More items in the list of options.
3. Select Portfolio objectives, Solution objectives, Program objectives, or Team objectives; the objectives page displays.
4. Select the objective you want to add work items for in the grid to open its details panel.

To add a work item association to an objective:

1. Select the corresponding tab for the work item you’d like to add, for example, Epics.
2. Use the dropdown menu to search for and select the work item to associate the work item with.
3. Click Add. The work item will display in the Aligned work items list.
4. You can repeat these steps to add additional work item associations, or click the More icon to delete the association.
5. If you need to remove a work item association, select the More  icon and select Remove.

More about the aligned work items sections

Epics, capabilities, and feature sections
The Epics, Capabilities, or Features section displays depending on the objective mappings set in portfolio settings.

You can associate an existing epic, capability, or feature with the objective by clicking the plus (+) sign in the upper-right of the section.
Note: When searching for existing items by name to add to an objective, only items you have access to will be available.

Dependencies, risks, and impediments sections
The Dependencies, Risks, and Impediments section(s) display based on what’s configured in your portfolio settings. Each section displays any respective dependencies, risks, and impediments directly associated with the objective.

Optionally, you also can view related dependencies, risks, and/or impediments (dependencies, risks, and impediments tied to work items linked to your objectives and their children, but not directly associated with the objective) if it’s been configured in your portfolio settings.

In the Dependencies section, counts of dependencies in each state display at the top of the section:

• Not committed (NC) - Gray
• Committed (C) - Blue
• Done (D) - Green
• Blocked/Rejected (B) - Red

You can associate an existing dependency with the objective by selecting the plus (+) sign in the upper-right of the section.
Note: When searching for existing items by name to add to an objective, only items you have access to will be available.

In the Risks section, counts of risks in each ROAM state display at the top of the section:

• Resolved (R) - Green
• Owned (O) - Gray
• Accepted (A) - Red
• Mitigated (M) - Blue

You can associate an existing risk with the objective by selecting the plus (+) sign in the upper-right of the section.
Note: When searching for existing items by name to add to an objective, only items you have access to will be available.

In the Impediments section, when impediments are associated with the objective, a progress bar indicating the percentage of closed impediments displays at the top of the section. Hover over the progress bar to view a count of closed impediments.
You can associate an existing impediment with the objective by selecting the plus (+) sign in the upper-right of the section.
Note: When searching for existing items by name to add to an objective, only items you have access to will be available.
Underneath the progress bar is a list of impediments and their statuses. Select an impediment’s name in the list to view its details.

Add child objectives

The Child objectives section displays a list of lower-tier objectives that have the currently-viewed objective assigned as their parent objective, as well as the child objectives’ objective scores. You can add an existing objective as a child objective by selecting the plus (+) sign in the upper-right of the section.

When adding existing objectives as child objectives, only objectives that are assigned to teams within the same portfolio as the currently viewed objective are available. Additionally, only objectives in the tier directly below the currently viewed objective’s tier can be selected. For example, on a program objective, only team objectives may be added as child objectives.

Add linked items

The Linked items section displays a list of web links to external sites. To add a new external link:

1. At the top of the Linked items section, select the plus (+) sign to add a new row in the section.
2. Enter a link name and your link URL in the corresponding fields.
3. Click Add.
   To remove a link from the list, use the More  menu to the right of a link and select Remove.