Competitor Pricing field needs to allow text formatting & file attachment
Pricing field is currently treated as a simple single line entry and can't be used to explain complex pricing models or attachment of pricing schedules for reference.
Add prefix & ID number to Initiatives list when linking two records
When linking two records (using actions->link to another record) and select "These Initiatives" from the left drop down.
The resulting list is just the name of all of the initiatives. There is no prefix-## which makes it very hard for teams to ...
Devik Lansing
over 7 years ago
in Strategy
2
Shipped
The recent news field is just a notes type field. this does not work very well for tracking multiple news instances for a competitor over time. we currently repurposed the comments tab to track instances when a competitor is in the news. this work...
Joe Granville
about 4 years ago
in Strategy
0
Shipped
Option to change the order in the "containing goals" field
In the goals details, you can visualize the containing goals, however is not ordered by workspace name. It will be really useful to let the user order by workspace name so all the goals in a workspace are sort of group when reading.
Maybe the 3- circle icon could have text "(max 7)" and the 3-square icon could have "(max 9)" on it? Alternatively, change the icons to have 7-circles and 9-squares. Or do both of these. HTH
Quickly create features when viewing an initiative
As part of a top-down appoach to mapping products, it would be a great time-saver to be able to create features from the Strategy -> Initiatives view, when the Initiative overview popup is visible. It is possible already to create to-do's that ...
The Strategy Diagram as it is now can get visually busy very fast. Although you can see sub-trees by mousing over, it would be very useful to make these filters that can be used to peel the diagram and place them into notebooks.
Although one can expand a goal to find a "handle" to move it up and down the list of goals, I have found it a bit cumbersome and often have to try multiple times to get it to work. Would help if could more easily re-arrange, perhaps by having a ha...