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Strategy

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Block adding children to closed or cancelled objects.

What is the challenge? Users are able to associate new features/epics to closed or cancelled initiatives What is the impact? Reporting on end dates for the parent is not reliable Describe your idea Force users to reopen parent OR select an alterna...
Melissa Miller 8 months ago in Strategy 0 Future consideration

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 about 7 years ago in Strategy 4 Future consideration

Filter Strategic positioning by name or others

What is the challenge? there is no filter the Positioning, if you have a lot of canvases there you need to use ctrl+F to search for a specific What is the impact? Use ctrl+F for page searching, you only have 2 filters: time frame and type....
Svetlana P 2 months ago in Strategy 0 Future consideration

Using Aha! Views in Model Templates

What is the challenge? We're refining our Template Strategy Models and there is the option to add an Aha! View to the template. When adding the Template to a Workspace, it is possible to edit the View filters to show that Workspace, however if t...
Sophie Ramsden 2 months ago in Strategy 0 Future consideration

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...
Terence Osmeña 7 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 about 1 year ago in Strategy 0 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 9 months ago in Strategy 0 Future consideration

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 about 1 year ago in Strategy 1 Future consideration

Manage ROI using scorecards

What is the challenge? Product teams find it challenging to measure return on investment (ROI) throughout the product lifecycle. Although prioritizing based on projected value is straightforward, comparing planned value against actual business out...
Nathaniel Collum 4 months ago in Strategy 0 Likely to implement

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 over 1 year ago in Strategy 1 Future consideration