---
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: "2026-03-12"
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** > **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)