Strategy

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....

What is the challenge? Users are able to associate new features/epics to closed or cancelled initiatives What is the impact? Reporting on end dates for the parent is not reliable Describe your idea Force users to reopen parent OR select an alterna...

What is the challenge? It is currently not possible to set a default view for the Initiatives prioritization page, unlike the corresponding features and ideas pages. What is the impact? It is harder for users to collaborate on initiative prioritiz...

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...

I would like the initiative Timeline/Time frame field to support selecting more than one year. Currently the built-in time frame field only allows a single value from the configured options. They want a way to associate an initiative with multiple...

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...

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 ...

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...

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...

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 ...