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Strategy

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Allow additional record information for prioritization view filtering and adding of columns

Today, the prioritization views for ideas, initiatives, and features only allow information from a record directly associated with the record that is being prioritized. For example, if I am prioritizing ideas, I can only bring in data from ideas a...
Amanda K 20 days ago in Strategy 0 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 7 months ago in Strategy 0 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 6 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 6 months ago in Strategy 1 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 6 months ago in Strategy 1 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 7 months ago in Strategy 4 Future consideration

Allow reporting on todos on Key Results

What is the challenge? I am unable to create a report on todos on Key Results. When I attempt to create a report with Todos as the primary record, Key Results are not an option for the secondary record. What is the impact? I am unable to track tod...
Bonnie Trei about 1 month ago in Strategy 0 Planning to implement

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...
Markus Gujer over 6 years ago in Strategy 4 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 6 months ago in Strategy 2 Future consideration

Report on the contribution of a release towards the progress of a goal or initiative

Very often goals' and initiatives' progress will be calculated from the completion of features contributed to them, which will span multiple releases. It would be great to be able to natively report on the contribution towards the progress of the ...
Guest about 1 month ago in Strategy 0 Future consideration