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Strategy

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Make it easier to identify the correct Goals and Initiatives when setting in downstream records

Who would benefit? Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting. What impact would it make? Improved data quality by providing a narrow selection of possible goals an...
Dale Potter over 1 year ago in Strategy 3 Future consideration

Automation: updated linked features and initiatives fields based on goal fields when linked to a goal

What is the challenge? We need to represent goal information on related initiatives and features that can then been synced with Jira integration to be available in Jira epics, etc. What is the impact? Our engineering team using Jira for execution ...
Becky Amirault about 2 months ago in Strategy 0 Future consideration

Ecosystem map

What is the challenge? Need to visually uncover existing gaps and identify valuable opportunities for synergies. What is the impact? Describe your idea Describe all the entities, flows and relationships that characterize a surroundin...
Guest 10 days ago in Strategy 0 Future consideration

Block adding children to closed or cancelled objects.

What is the challenge? Users are able to associate new features/epics to closed or cancelled initiatives What is the impact? Reporting on end dates for the parent is not reliable Describe your idea Force users to reopen parent OR select an alterna...
Melissa Miller 5 months ago in Strategy 0 Future consideration

Sync goals and initiatives across more records using automations

What is the challenge? Recently the ability to sync goals between epics and features was added to automations which is great! However, not all customers use epics, but still want a way for goals to be automatically synced to their lower level work...
Max Robbins 10 months ago in Strategy 1 Future consideration

Automatically update strategy record time frame based on date range

What is the challenge? Time frames require manual entry and aren't impacted by the date ranges selected What is the impact? Save time and ensure accuracy of time frame fields for strategic records (goals and initiatives) Describe your idea Automat...
Terence Osmeña 4 months ago in Strategy 2 Future consideration

Allow setting a "Default view" for the Initiatives prioritization list

What is the challenge? It is currently not possible to set a default view for the Initiatives prioritization page, unlike the corresponding features and ideas pages. What is the impact? It is harder for users to collaborate on initiative prioritiz...
Maria Plotkina 10 months ago in Strategy 1 Future consideration

Easily create templates with a scorecard

What is the challenge? No scorecard template to start What is the impact? easily create templates with a scorecard Describe your idea Insert various criteria, weight, score, notes to determine if they meet our needs - if you could se...
Guest 29 days ago in Strategy 0 Future consideration

Control which personas & competitors should be inherited and which not

At the moment all personas & competitors are inherited from the levels above even if some do not apply. In order to avoid duplication by defining the same persona/competitor over and over at the product level it would be much better if persona...
Markus Gujer almost 7 years ago in Strategy 4 Future consideration

Default Views for Initiative Workflows

What is the challenge? Want default view for Strategy > Initiatives What is the impact? Unification across platform for creating default views, limited right now Describe your idea
Guest about 1 month ago in Strategy 0 Future consideration