How to connect opportunities to other building blocks

Overview

Opportunities don't exist in isolation. Connecting them to other building blocks in TheyDo gives them context, evidence, and direction — making it easier to prioritize, align stakeholders, and track progress. This article walks through how to connect an Opportunity to each building block and when to use each connection.

Connect an opportunity to a journey

Placing an opportunity on a journey step is the most common connection. It answers the question: where in the experience does this problem occur?

1. Open the journey.
2. Add an Opportunities lane (if one isn't already there).
3. Click the lane cell under the relevant step.
4. Add or select the opportunity.

An opportunity can be placed in multiple steps and multiple journeys if the same problem shows up in more than one place.

To review and manage all journey connections in one place, open the Opportunity and go to the Journeys tab.

Connect an opportunity to insights

Insights are the evidence that justifies an opportunity. The more relevant insights you link, the easier it is for others to trust your prioritization.

1. Open the opportunity.
2. Go to the Insights tab.
3. Add or select the insights that support it.

Connect an opportunity to solutions

Solutions are what you'll do to address the opportunity. Linking them lets you move from "problem" to "initiative" and track progress over time.

1. Open the opportunity.
2. Go to the Solutions tab.
3. Add or select the solutions that address it.

Connect an opportunity to goals

Linking an opportunity to a goal grounds your goal tracking in real customer problems and journey context.

1. Open the opportunity.
2. Go to the Goals tab.
3. Add or select the goal(s) it contributes to.

Connect an opportunity to personas

Opportunities don't have a dedicated personas tab or persona field. Persona context comes through the building blocks connected to the opportunity — not the opportunity itself.

Via the journey (most common) If the opportunity is placed in a journey scoped to specific personas, persona context is inherited through that journey.

Via linked insights Insights linked to an opportunity may also carry persona context, which you'll see reflected in the Insights tab.

If you need to filter opportunities by persona, use tags or your workspace's custom taxonomy.

Nest opportunities within an opportunity

The Opportunity detail panel includes an Opportunities tab that lets you link child opportunities to a parent. This is useful for breaking a broad problem down into more specific sub-problems.

1. Open the parent opportunity.
2. Go to the Opportunities tab.
3. Add or select the child opportunities that fall under it.

Note: The tab label may vary depending on how your workspace has configured its terminology.

Connect an opportunity to a doc

Docs use a block editor that lets you embed building blocks directly in a narrative. This is useful for reports or stakeholder updates where you want to tell the story around an opportunity without duplicating information.

• In a doc, insert an Opportunity block to render it as a proper building block card rather than a plain URL.
• Use the doc to explain context, summarize linked insights, and list linked solutions.

The opportunity stays the source of truth. The doc is just the presentation layer.

Connect an opportunity to a collection

Collections are curated containers that point to existing entities — journeys, building blocks, and docs.

An opportunity can appear in a collection in two ways:

• As a linked item in the collection's context section (a reference/pointer)
• Embedded in the collection description using a block editor embed

If an opportunity is updated, the collection will reflect those changes automatically. However, new opportunities aren't added to a collection automatically — someone needs to add them, or they need to be included via a journey that's already part of the collection.

Tips

• All building block connections are managed from the Opportunity detail panel, which has six tabs: Details, Opportunities, Solutions, Journeys, Insights, and Goals.
• A good linking order to follow: place on a journey step → link insights → link solutions → link to a goal → package in a doc or collection for stakeholders.
• Opportunities can be connected to multiple journeys, insights, solutions, and goals — use this to capture the full scope of a problem.