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
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
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
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