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Strategy

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Workflow syncing for Initiatives

Workflow syncing is currently available for Epics and Features but not Initiatives. It would be nice to have the Initiative status auto-updated based on the underlying Epic status in the same way it does for those other record types.
Max O. 2 months ago in Strategy 0 Future consideration

Ignore ranking of completed / archived initiatives

Completed and archived (using the Time frame field) initiatives still seem to 'maintain' their rank for reporting purposes and can cause confusion when creating new initiatives and trying to view initiatives by rank in a dashboard / external repor...
Max O. 3 months ago in Strategy 0 Future consideration

Share (Strategy) Initiatives chart as a webpage

Hi, we wanted to share this view as a webpage with our team members. But the function don't show up. Work around seems to be sharing via Whiteboard or Presentation. But that is not the direct and fastest way.
Guest 4 months ago in Strategy 0 Future consideration

Add whiteboard previews to strategic model components

I embedded a whiteboard into a strategic model component. It was a brainstorming session, and I was hoping a thumbnail or something would show on the strategic model itself. But instead there’s just a link to the whiteboard. A thumbnail of the whi...
Erik Johnson 6 months ago in Strategy / Whiteboards 0 Future consideration

Capability maps

For large complex platforms / products it is sometimes difficult to see how initiatives and features address a certain aspect of the ecosystem, the performance of those capabilities and where our next opportunities are. I use a capability heat map...
Guest 7 months ago in Strategy 0 Future consideration

Track Goal Metrics

It would be ideal to track metrics against the goals to see quantitative progress against the success metric provided.
Alyssa Menke 7 months ago in Strategy 3 Future consideration

Strategic Initiative workflow view does not save settings

I’ve added customized settings for the initiative cards in the new strategic initiative workflow view. The settings keep returning to the default. The settings should be saved as part of my profile and I shouldn't have to keep entering them.
Guest 7 months ago in Strategy 0 Already exists

Under "Company" in the "Overview tab"

Be able to edit the information on the company view by bringing in custom fields to enrich the information on what the company info is and projects.
Richard Cabral 9 months ago in Strategy 3 Already exists

Adding Customer/Prospect as an option similar to Competitor

Just like we analyze competitor data, we also get immense information from sales/pre-sales on the types of pursuits they are undertaking. If we have a line of sight within product management that allows us to capture the type of customer/prospect,...
Arun Kalyanaraman 11 months ago in Strategy 0 Future consideration

Ability to keep an initiative or goal from being used

Need ability to keep initiatives and goals accessible for reporting - especially as we cross over years; but, need to keep folks from using them. It seems if we keep them from using them we can report on them which is the problem we are needing to...
Karie Kelly about 1 year ago in Strategy 0 Already exists