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Strategy

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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 9 months ago in Strategy 1 Future consideration

Color code Goals and Initiatives

Who would benefit? Users of the Features Roadmap What impact would it make? Easier to visualize this association to a feature How should it work? Use colors to distinguish the different flags
Guest 9 months ago in Strategy 0 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 9 months ago in Strategy 0 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 10 months ago in Strategy 0 Future consideration

Allow updating child initiatives based on parent initiative fields in automations

Who would benefit? Those using roll-up initiatives to manage strategic work. What impact would it make? After updating a parent initiative, this would allow users to quickly have child initiatives update with relevant info without having to go thr...
Maria Plotkina 10 months ago in Strategy 0 Future consideration

Copy workspace line competitor into workspace

Who would benefit? Workspace owners who need to start from a completed competitor record, and make only slight adjustments to it in their workspace. Templates are limited in that they only replicate the custom fields as options to "unhide" without...
Bonnie Trei 10 months ago in Strategy 0 Future consideration

Aha Strategy - Competitors Subcategories request

Who would benefit? aha users conducting competition analysis What impact would it make? Companies operating in multiple markets could be benefited by segmenting their competitors per market. Then, Charts feature in Competitors would be clearer to ...
Guest 10 months ago in Strategy 0 Future consideration

Product backlog template

Who would benefit? Product managers What impact would it make? Gives place to store running list of products ideas/features prior to refinement. How should it work? It should have tabs to categorize new inputs (team members can add their own or se...
Guest 11 months ago in Strategy 1 Already exists

Moving Competitor records from one workspace results in a mixed view of data

When I move a competitor record to a new workspace, I am left with a mixed view of data. The record details remain visible on the page even though the record itself no longer exists in the workspace I am viewing.
Nick Hays 11 months ago in Strategy 3 Likely to implement

Filter search on Custom Table field within overview on an object.

Who would benefit? Anyone who uses custom tables to provide values. What impact would it make? It makes finding values simple How should it work? If I have a custom table like the following in image simple1.png it only allows me to search on the t...
Guest about 1 year ago in Strategy 0 Future consideration