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Strategy

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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 11 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 11 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 11 months ago in Strategy 1 Future consideration

Sync goals and initiatives across more records using automations

What is the challenge? Recently the ability to sync goals between epics and features was added to automations which is great! However, not all customers use epics, but still want a way for goals to be automatically synced to their lower level work...
Max Robbins 11 months ago in Strategy 1 Future consideration

Wrap text for initiative names in initiative chart

What is the challenge? The initiative chart is hard to use when initiatives have long titles. What is the impact? Difficult to select and interact with initiatives. see the attached image as an example of the problem. Describe your idea. We would ...
Joe Granville 11 months ago in Strategy 0 Future consideration

Allow Custom Worksheets to filter out archived records

What is the challenge? Filtering out Archived data from current data What is the impact? Impacts custom worksheets and reporting Describe your idea make the "Initiative Archived" value reportable so that it can be filtered in custom worksheets Cur...
Chris Vellucci 12 months ago in Strategy 0 Future consideration

Rank Initiatives

What is the challenge? Products often have more than 1 initiative to support goals. What is the impact? Teams don't receive clear consistent direction on prioritized initiatives Describe your idea Add the ability to Rank initiatives such that the ...
Penny Gerstner about 1 year ago in Strategy 0 Already exists

Add option for adding use cases

What is the challenge? What is the impact? Describe your idea
Guest about 1 year ago in Strategy 1 Will not implement

Section that describes a market or market environment

What is the challenge? Documentation general market information is missing. What is the impact? Missing a dedicated place under Strategy --> Market, leads to the fact that this type of information will be somehow captured in separate documents ...
Steffen S about 1 year ago in Strategy 3 Already exists

Have option to exclude initiatives with archived timeframes from parent initiative progress

What is the challenge? If you have a parent line initiative and have its progress set to calculate from child initiatives, the calculation currently includes child initiatives with archived timeframes. What is the impact? There are scenarios where...
Maria Plotkina about 1 year ago in Strategy 0 Future consideration