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Strategy

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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 3 months ago in Strategy 0 Future consideration

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...
Maria Plotkina 3 months ago in Strategy 0 Future consideration

Calculate key result progress by current/target metrics

What is the challenge? Today, progress at the key result level only allows progress to be calculated from features. What is the impact? It's not possible to base key result progress on its target metrics Describe your idea Allow option for the pro...
Nathaniel Collum 3 months ago in Strategy 0 Future consideration

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 ...
Stephanie Lechner 3 months ago in Strategy 2 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 4 months ago in Strategy 0 Likely to implement

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 4 months ago in Strategy 1 Future consideration

Sync goals and initiatives across more records using automations

What is the challenge? Recently the ability to sync goals between epics and features was added to automations which is great! However, not all customers use epics, but still want a way for goals to be automatically synced to their lower level work...
Max Robbins 4 months ago in Strategy 0 Future consideration

Wrap text for initiative names in initiative chart

What is the challenge? The initiative chart is hard to use when initiatives have long titles. What is the impact? Difficult to select and interact with initiatives. see the attached image as an example of the problem. Describe your idea. We would ...
Joe Granville 4 months ago in Strategy 0 Future consideration

Add support for key results in Automations

What is the challenge? Now that we have the ability to cascade Goals/Initiatives from an Epic to its related Features, we need the ability to cascade Key Results as well to complete the Strategic Alignment picture What is the impact? Only cascadin...
Lorena Connolly 4 months ago in Strategy 4 Future consideration

Allow Custom Worksheets to filter out archived records

What is the challenge? Filtering out Archived data from current data What is the impact? Impacts custom worksheets and reporting Describe your idea make the "Initiative Archived" value reportable so that it can be filtered in custom worksheets Cur...
Chris Vellucci 5 months ago in Strategy 0 Future consideration