The opportunity card
When creating a new Opportunity or editing an existing one, an Opportunity card will open up in the side panel where you can view or edit the properties.
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Here’s a breakdown of each property available within the Opportunity card. Click ‘add property’ to add those that are not immediately visible:
Title: make the title descriptive so your colleagues can understand what it is and easily find it
Type: choose one of the Opportunity types in TheyDo or specify your own by editing them in your Workspace’s Taxonomy
Owner: identify who owns the Opportunity
Status: choose one of the statuses in TheyDo or specify your own by editing them in your Workspace’s Taxonomy
Group: choose the team for which the Opportunity is relevant. These can also be edited in your Workspace’s Taxonomy.
Tags: choose the tags for which the Opportunity is relevant. These can also be edited in your Workspace’s Taxonomy.
Effort: indicate how much effort the Opportunity will take on a scale of 0 to 5 (0 being very low effort and 5 being very high effort).
Value score: estimate how much positive impact the Opportunity will have on the customer experience and how valuable it is for the business. The value score is the average of its customer and business value.
Detail tabs: switch between the tabs below to see how Opportunities are linked to other Building blocks, including other Opportunities, Solutions, Journeys, Insights, and Goals.
Description: frame your opportunity in an inspiring way so that it is more effective.
Linking an Opportunity to one or more steps in your journeys helps you find where problems come from. This way, everyone in the organization understands how the Opportunity affects things.