When moving an initiative, the attachments need to move with the initiative
We just did a huge portfolio migration from one portfolio to another to start over with a new hierarchy and new workflows. When we moved the initiatives over, the attachments did not move with it. This required a lot of manual rework and time.
Wen-Wen Lin
over 5 years ago
in Strategy
5
Already exists
We are building out Models & Positioning Templates for our Teams to use that will reference the different Competitor & Persona Profiles but with no way to actually link the records.
Templates only allow you to add blank component sections...
Guest
almost 6 years ago
in Strategy
0
Future consideration
In Aha! we can see the current snapshot of our strategy. Although the vision shouldn't really change over time, the Business Model does change. The competitor information also changes. When the business model changes, then your goals and initiativ...
Emil Stoychev
almost 8 years ago
in Strategy
1
Already exists
Allow removing "Success metric" from View layout on Goals when OKRs are enabled
When OKRs are enabled in a workspace, it is possible to fully remove the "Success metric" field from the Create version of a Goals layout. On the View layout, that field can be hidden, but cannot be removed entirely. This should be possible so the...
Maria Plotkina
13 days ago
in Strategy
0
Planning to implement
What is the challenge? When OKRs are enabled, there are 3 fields to track: Target metric Starting metric Current metric However, there is no ability to track changes to these values over time. The need is highest for the "Current metric" field. Wh...
Emily Yankush
about 1 month ago
in Strategy
0
Planning to implement
Display the timeframe of an initiative in a record lookup field to discern between initiatives that have the same name but different timeframes
What is the challenge? Initiatives can have the same name but different timeframes What is the impact? In a idea, when you select an initiative using a initiative lookup field, the lookup list to select from shows the same name twice when there ar...
Mike Jacobson
about 2 months ago
in Strategy
1
Future consideration
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
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
6 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
6 months ago
in Strategy
1
Future consideration
Display color coding for custom fields that reference other records on Prioritization page
Who would benefit? Users who utilize custom fields on the Prioritization page to color code their work. What impact would it make? This would make the information easier to parse and more visually appealing. How should it work? General custom fiel...
Maria Plotkina
12 months ago
in Strategy
0
Future consideration