Add a goal to CWM Board

task australia Updated Sep 10, 2026 1 min read add-goal-to-cwm-board.md

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

Navigate to Workspaces > Collaborative Work Management.
From a Space, select a Board that you want to add a goal to.
Edit the Board by selecting the Edit icon ([Omitted image "cwm-icon-edit-pencil.png"] Alt text: Edit icon.) from the Board header.
In the Board form on the side panel, select a goal from the Primary goal field.
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.

[Omitted image "cwm-goal-board-relation.png"] Alt text: 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.

Parent Topic:Managing work using Boards in CWM

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---
title: Add a goal to CWM Board
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/collaborative-work-management/add-goal-to-cwm-board.html
release: australia
product: Collaborative Work Management
classification: collaborative-work-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage work using Boards, Use, Collaborative Work Management, Strategic Portfolio Management]
---

# 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.

## Before you begin

[Create a Board in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/create-boards-in-cwm.md).

Role required: sn\_cwm.cwm\_user

## Procedure

1. Navigate to **Workspaces** &gt; **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 \(\[Omitted image "cwm-icon-edit-pencil.png"\] Alt text: 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.

\[Omitted image "cwm-goal-board-relation.png"\] Alt text: 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/connect-cwm-spw.md).

**Parent Topic:**[Managing work using Boards in CWM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/collaborative-work-management/cwm-boards.md)