Strategy

What is the challenge? Unable to apply a custom initiative layout to initiatives created at the product line level. What is the impact? Incomplete roadmaps and reporting since the initiative (while it can be created) does not have the meta...

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...

What is the challenge? no possibility to reduce size of name What is the impact? better overview Describe your idea possibility to adapt name size

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...

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...

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...

What is the challenge? Sequential numbering of Objectives and Key Results can only be chieved with a manually updated custom number field. What is the impact? Manual numbering, error prone Describe your idea We have a requirement in ...

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...

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...

Currently there is some default text which appears at the top of the create modal for both Goals and Initiatives records. Even though it updates to reflect overridden terminology, this boilerplate text can provide guidance to users that conflicts ...