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
12 days ago
in Strategy
1
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
11 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
20 days ago
in Strategy
0
Future consideration
What is the challenge? Our company is very large and our product have a lot of overlaps with many companies so competitors. It's hard to quickly list the one who are competitive to a specific domain What is the impact? I spend a lot of time trying...
Guest
6 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
5 months ago
in Strategy
0
Future consideration
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
5 months ago
in Strategy
4
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
2 months ago
in Strategy
1
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