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Strategy

Ability to connect key results to parent key results and calculate progress

What is the challenge? Today you can roll up goals to parent line goals and have those parent line goals calculate progress from the child goals. For those teams using OKR's, it's not possible to connect key results to a parent line key results....
Stephanie Lechner 6 months ago in Strategy Future consideration

Make rank clearer in UI

What is the challenge? Currently we have ranking by literal placement of a record within its board / details and we have ranks from prioritisation views and we have ranks of work in strategic roadmaps. It is extremely difficult to understand con...
Guest 4 months ago in Strategy Future consideration

Ability to move a key result from one Objective to another

What is the challenge? Occasionally, strategies change while planning, and a key result may be redefined/moved as part of a new Objective. At present, one has to create a new Key Result, copy all of the details from the old Key Result, and delet...
Guest 2 months ago in Strategy Future consideration

Organize and have notes around Competitors

What is the challenge? Aha! provides the Strategy > Competitor location to capture competitor details; however, there is no way to organize based on segment or other attribute, nor capture additional notes and resources to have commentary or ...
Karie Kelly 3 months ago in Strategy 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 over 1 year ago in Strategy 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 about 1 year ago in Strategy 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 over 1 year ago in Strategy Future consideration

Allow adding Goal info to Initiatives prioritization page

Who would benefit? Anyone who links Goals to Initiatives and would like to visualize that context when utilizing the Initiatives prioritization page. What impact would it make? This would make it easier to identify Initiatives associated with a sp...
Maria Plotkina about 2 years ago in Strategy Future consideration

Ability to change or hide the default "guidance" text when creating Goal and Initiative records

Currently there is some default text which appears at the top of the create modal for both Goals and Initiatives records. Even though it updates to reflect overridden terminology, this boilerplate text can provide guidance to users that conflicts ...
Justin Woods almost 6 years ago in Strategy Future consideration

Export supporting description with Product Vision.

When I export the product vision, I want the supporting description that is entered beneath the circles diagram to be exported as well so that I can include my vision summary for stakeholder consumption. There is a text box beneath that states "th...
Matthew Wood about 9 years ago in Strategy Future consideration