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Strategy

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Consolidate Product Key Results to a Portfolio Goal

What is the challenge? As a senior executive of many portfolios, I need an automated way to compile all related key results so that I can easily see how products are progressing toward my overarching goal. For example: Persona: I'm a Portfolio Man...
Mike Jacobson 1 day ago in Strategy 0 Future consideration

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 10 months ago in Strategy 0 Future consideration

Strategyzer version of business model canvas template

What is the challenge? What is the impact? Describe your idea
Guest 7 days 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 4 months ago in Strategy 0 Future consideration

Initiative details page > Add the ability to sort initiatives by score

What is the challenge? The features board makes it possible to re-rank features by several fields. This view drives the details view order as well. We need this same capability for initiatives. What is the impact? We use initiatives prioritization...
Nathaniel Collum 16 days ago in Strategy 0 Future consideration

Allow Objectives and Key Results to be inherited from parent object (Release/Epic/Feature)

What is the challenge? When I set a Release's or EPic's Key Result I need to be able to automate or set a condition that all children are set to the same Objective and Key Result What is the impact? Without this ability Objectives/ Key Results hav...
James L about 2 months ago in Strategy 1 Future consideration

Add support for key results in Automations

What is the challenge? Now that we have the ability to cascade Goals/Initiatives from an Epic to its related Features, we need the ability to cascade Key Results as well to complete the Strategic Alignment picture What is the impact? Only cascadin...
Lorena Connolly 4 months ago in Strategy 4 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 4 months ago in Strategy 2 Future consideration

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 4 months ago in Strategy 1 Future consideration

Allow card customizations within dependency visualizer

What is the challenge? When visualizing record relationships users would like to customize the card display What is the impact? Unable to see record information at a glance Describe your idea Allow users to customize cards within the dependency vi...
Kristina Gass about 2 months ago in Strategy 0 Future consideration