Strategy

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? 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? When I sort my strategy roadmap by rank, it is not the rank I assigned in prioritization, it is a hidden field in the details view which is actually the order of tickets What is the impact? By using the term "Rank" i...

What is the challenge? Sequential numbering of Objectives and Key Results can only be chieved with a manually updated custom number field. What is the impact? Manual numbering, error prone Describe your idea We have a requirement in ...

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...

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...

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...

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...

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...