Filter Initiatives in the workflow view by custom fields
In the Strategy/ Initiative tab. We have several initiatives across a large organization. Some of these are strategic and some are not. we would like to be able to filter by a custom field and still use the same workflow visuals. Ie. moving initia...
Anthony Bourne
over 2 years ago
in Strategy
0
Shipped
Ignore ranking of completed / archived initiatives
Completed and archived (using the Time frame field) initiatives still seem to 'maintain' their rank for reporting purposes and can cause confusion when creating new initiatives and trying to view initiatives by rank in a dashboard / external repor...
For alerts for initiatives, I think we would be looking for something similar to what has been deployed for features. I'm sure if you ask any 2 programme or portfolio managers, they'll want slightly different variables but they all pretty much cen...
Steve Dagless
almost 3 years ago
in Strategy
2
Shipped
Cursor jumps to beginning of line, when typing in textareas
Not sure, if this has begun only recently in general or is only a problem in the strategy views I have just used (Positioning template -> Description field of various components): Often, when I have typed in a textarea input today, the text cur...
Strategic Positioning Read Only Information Sections
It would be great if we could have the ability to have an info/read-only section/component in strategic positions/models that are used for instructions, etc. but do not allow for data entry/editing.
Dave Scaglione
almost 4 years ago
in Strategy
0
Shipped
Competitor Pricing field needs to allow text formatting & file attachment
Pricing field is currently treated as a simple single line entry and can't be used to explain complex pricing models or attachment of pricing schedules for reference.
When adding strategic model data into a report, selecting the model name opens a details drawer which does not include any of the text components that are part of that model. There is not an easy way of then navigating from that drawer to the stra...
Madeleine Black
over 4 years ago
in Strategy
0
Shipped
Provide the ability to move or copy a Strategic Positioning template, similar to the functionality that already exists for moving or copying Strategic Model templates.
Brian Flett
almost 5 years ago
in Strategy
1
Shipped
Make success metric field optional and/or remove field from Goals layout
Similar to every other field on a Goal record, I would like to be able to remove the ‘Success Metric’ field and/or make it optional on the create screen.