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Strategy

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Filter Initiatives in the workflow view by custom fields

In the Strategy/ Initiative tab. We have several initiatives across a large organization. Some of these are strategic and some are not. we would like to be able to filter by a custom field and still use the same workflow visuals. Ie. moving initia...
Anthony Bourne over 2 years ago in Strategy 0 Shipped

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. over 2 years ago in Strategy 1 Shipped

Delivery risks for initiatives

For alerts for initiatives, I think we would be looking for something similar to what has been deployed for features. I'm sure if you ask any 2 programme or portfolio managers, they'll want slightly different variables but they all pretty much cen...
Steve Dagless almost 3 years ago in Strategy 2 Shipped

Cursor jumps to beginning of line, when typing in textareas

Not sure, if this has begun only recently in general or is only a problem in the strategy views I have just used (Positioning template -> Description field of various components): Often, when I have typed in a textarea input today, the text cur...
Guest almost 4 years ago in Strategy 0 Shipped

Strategic Positioning Read Only Information Sections

It would be great if we could have the ability to have an info/read-only section/component in strategic positions/models that are used for instructions, etc. but do not allow for data entry/editing.
Dave Scaglione almost 4 years ago in Strategy 0 Shipped

Related tab on personas and competitors / make them linkable records

We need the Competitor and Persona objects to have the same linking functionalities that most other objects do (Epics, Features, etc..)
conner traywick about 4 years ago in Discovery / Strategy 5 Shipped

Competitor Pricing field needs to allow text formatting & file attachment

Pricing field is currently treated as a simple single line entry and can't be used to explain complex pricing models or attachment of pricing schedules for reference.
Guest over 4 years ago in Strategy 0 Shipped

View strategy model details in the details drawer

When adding strategic model data into a report, selecting the model name opens a details drawer which does not include any of the text components that are part of that model. There is not an easy way of then navigating from that drawer to the stra...
Madeleine Black over 4 years ago in Strategy 0 Shipped

Copy a Strategic Positioning Template

Provide the ability to move or copy a Strategic Positioning template, similar to the functionality that already exists for moving or copying Strategic Model templates.
Brian Flett over 4 years ago in Strategy 1 Shipped

Make success metric field optional and/or remove field from Goals layout

Similar to every other field on a Goal record, I would like to be able to remove the ‘Success Metric’ field and/or make it optional on the create screen.
Ankar S almost 5 years ago in Strategy 14 Shipped