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Strategy

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Ability to save a baseline of a strategy roadmap to see history of changes

What is the challenge? I need to be able to see the history of changes to the dates of initiatives on a roadmap by saving a baseline at a point in time and then tracking the changes to those dates. What is the impact? I'm unable to see how often a...
Guest 2 days ago in Strategy 0 Future consideration

Customize the options available in the "Goals" and "Initiatives" fields on related "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 9 months ago in Strategy 0 Future consideration

Be able to filter on archived timeframes

Today when a timeframe is archived, it no longer appears as an option when adding a filter on a timeframe. It is possible to report on archived goals and initiatives using a filter to show archived records, but it makes it difficult to report on t...
Max Robbins about 2 months ago in Strategy 0 Likely to implement

Strategic vision: Content goes outside the components

What is the challenge? The content does not fit inside the components properly. Even if I try to make my browser window as big as I can, it barely fits. What is the impact? It makes it hard to read Describe your idea Ensure the text fits nicely in...
Julie Price 16 days ago in Strategy 0 Planning to implement

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 2 months ago in Strategy 0 Future consideration

Allow automation rules to update Goal/Objective/Key result progress based on custom fields

What is the challenge? On other record types, you can update the progress based on data in custom fields on the record, but currently it's not possible for Goals. Additionally, it's not possible to create automation rules for Key Results. What is ...
Stephanie Lechner about 2 months ago in Strategy 2 Future consideration

Calculate key result progress by current/target metrics

What is the challenge? Today, progress at the key result level only allows progress to be calculated from features. What is the impact? It's not possible to base key result progress on its target metrics Describe your idea Allow option for the pro...
Nathaniel Collum about 2 months ago in Strategy 0 Future consideration
268 VOTE

Add Features to multiple initiatives

Many intiatives may benefit from some common functionality. If you could add a feature to multiple initiatives it would allow you to better track the impact of the feature across the entire business.
Guest over 9 years ago in Strategy 45 Will not implement

Reviewers should not be able to create prioritization views

What is the challenge? Reviewers cannot rearrange record ranks in the prioritization view. Only owners/contributors can. If I only have reviewer permissions to all the workspaces I have access to, I can still create a prioritization view but I can...
Chrissi McNamara about 2 months ago in Strategy 0 Future consideration

Sort Initiatives by Custom Field in Strategy - > Initiative

What is the challenge? In Strategy -> Initiative page, we are not able to sort the initiatives by custom fields. Due to the limitation, after we save initiative rank to a custom field using "Prioritization View", we are not able to reflect the ...
Hank Liu 29 days ago in Strategy 0 Future consideration