Strategy
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13
VOTE
Allow setting a "Default view" for the Initiatives prioritization list
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...
1
Future consideration
6
VOTE
Allow removing "Success metric" from View layout on Goals when OKRs are enabled
When OKRs are enabled in a workspace, it is possible to fully remove the "Success metric" field from the Create version of a Goals layout. On the View layout, that field can be hidden, but cannot be removed entirely. This should be possible so the...
0
Planning to implement
5
VOTE
Automatically update strategy record time frame based on date range
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...
2
Future consideration
72
VOTE
Control which personas & competitors should be inherited and which not
At the moment all personas & competitors are inherited from the levels above even if some do not apply. In order to avoid duplication by defining the same persona/competitor over and over at the product level it would be much better if persona...
4
Future consideration
1
VOTE
5
VOTE
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...
0
Future consideration
7
VOTE
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...
0
Likely to implement
7
VOTE
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...
1
Future consideration
6
VOTE
Allow automation rules to update Goal/Objective/Key result progress based on custom fields
What is the challenge? On other record types, you can update the progress based on data in custom fields on the record, but currently it's not possible for Goals. Additionally, it's not possible to create automation rules for Key Results. What is ...
2
Future consideration
1
VOTE
Easily create templates with a scorecard
What is the challenge?
No scorecard template to start
What is the impact?
easily create templates with a scorecard
Describe your idea
Insert various criteria, weight, score, notes to determine if they meet our needs - if you could se...
0
Future consideration
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