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Strategy

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Strategic Initiative workflow view does not save settings

I’ve added customized settings for the initiative cards in the new strategic initiative workflow view. The settings keep returning to the default. The settings should be saved as part of my profile and I shouldn't have to keep entering them.
Guest over 1 year ago in Strategy 0 Already exists

Roll-up an initiative to another initiative within the same product or product line

A product may have multiple initiatives and then you realize that they are very similar, but different, and you want to create an intra-product hierarchy. Same product -- multiple, related initiatives.
Guest over 8 years ago in Strategy 1 Unlikely to implement

Make the new Time Frames feature actually know about Time

The new Time Frames feature allows us to tag goals and initiatives with specific timeframes. These timeframes are user-defined rather than system-defined, but the examples are fairly common and are shown to work across several temporal scopes: qua...
Guest over 8 years ago in Strategy 4 Unlikely to implement

Display Workflow Status Description on Initiative Kanban View so users can see it

While reviewing intiative in Kanban, team working on it could see the criterias of a status
Guest about 5 years ago in Strategy 1 Future consideration

Allow worksheet formulas to reference goal statuses

Currently the goal status field is not available to filter on using worksheets. A use case for supporting the goal status in a worksheet formula would be to do a count of rolled up goals that are in the status "Achieved" with this formula: count(s...
Madeleine Black over 3 years ago in Strategy 0 Future consideration

Ability to create multiple competitive landscapes

Currently we would like to create multiple competitive landscapes. We would like to be able to create custom views and customise what appear on x and y axis.
Guest over 8 years ago in Strategy 1 Already exists

Sort Persona and Competitor Profiles

You are not currently able to auto-sort Profiles from the Competitor or Persona screens. This makes searching for profiles exceedingly difficult & it's not very intuitive. Would like a standard A>Z Z>A Sort buttons on these Strategy Page...
Guest about 5 years ago in Strategy 1 Future consideration

Access Strategy Models within Populated Fields

Our teams would like to start using specific Model Templates to organize their Epics/Strategic work as the structure is more visual for strategic planning of business cases. However, you cannot connect this record type to other records nor can you...
Guest over 5 years ago in Strategy 0 Future consideration

Show child Products on Product Line Overview page

On a Product Line's overview page, display a list of its children Products.
Max Cascone over 7 years ago in Strategy 0 Future consideration

Set Goals/Initiatives to Default to Detail view

The default view for Goals and Initiatives is the quadrant / scoring view; it would be nice to be able to default (at either the Account or User level) to the Detail view which is far more useful.
Guest over 5 years ago in Strategy 0 Unlikely to implement