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Strategy

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Dynamically create key results from key results field

What is the challenge? As new tactical records are being input there are times where new key results are being defined. Today a user would need to go to the objective, then create the key result, then go back to the tactical record and associate...
Kristina Gass 3 months ago in Strategy 0 Future consideration

Be able to filter on archived timeframes

Today when a timeframe is archived, it no longer appears as an option when adding a filter on a timeframe. It is possible to report on archived goals and initiatives using a filter to show archived records, but it makes it difficult to report on t...
Max Robbins about 1 year ago in Strategy 0 Likely to implement

Filter Strategic positioning by name or others

What is the challenge? there is no filter the Positioning, if you have a lot of canvases there you need to use ctrl+F to search for a specific What is the impact? Use ctrl+F for page searching, you only have 2 filters: time frame and type....
Svetlana P 4 months ago in Strategy 0 Future consideration

Using Aha! Views in Model Templates

What is the challenge? We're refining our Template Strategy Models and there is the option to add an Aha! View to the template. When adding the Template to a Workspace, it is possible to edit the View filters to show that Workspace, however if t...
Sophie Ramsden 4 months ago in Strategy 0 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 about 1 year 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 11 months ago in Strategy 0 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 over 1 year ago in Strategy 1 Future consideration

Include custom fields on Key results in csv import

What is the challenge? I have a list of key results that include data for custom fields I've added to my key result layout in Aha! I need to import them, but I cannot add the data from the custom fields to be included. What is the impact? Bulk imp...
Bonnie Trei over 1 year ago in Strategy 0 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 about 1 year ago in Strategy 0 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 over 5 years ago in Strategy 0 Future consideration