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Strategy

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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 8 months ago in Strategy 1 Future consideration

Display the timeframe of an initiative in a record lookup field to discern between initiatives that have the same name but different timeframes

What is the challenge? Initiatives can have the same name but different timeframes What is the impact? In a idea, when you select an initiative using a initiative lookup field, the lookup list to select from shows the same name twice when there ar...
Mike Jacobson 4 months ago in Strategy 1 Likely to implement

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...
Mike Jacobson 4 months ago in Strategy 0 Future consideration

Bug: Cannot view Competitors in Chart view

What is the challenge? What is the impact? Describe your idea
Nic Smith 30 days ago in Strategy 0 Unlikely 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

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 8 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 8 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 9 months ago in Strategy 4 Future consideration

Allow adding Goal info to Initiatives prioritization page

Who would benefit? Anyone who links Goals to Initiatives and would like to visualize that context when utilizing the Initiatives prioritization page. What impact would it make? This would make it easier to identify Initiatives associated with a sp...
Maria Plotkina about 1 year ago in Strategy 1 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 8 months ago in Strategy 2 Future consideration