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Strategy

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Customize the options available in the "Goals" and "Initiatives" fields on related "downstream" records

Who would benefit? Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting. What impact would it make? Improved data quality by providing a narrow selection of possible goals an...
Dale Potter 8 months ago in Strategy 0 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 2 months ago in Strategy 0 Future consideration

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 about 1 month ago in Strategy 2 Future consideration

Allow more text for "Vision Summary" element

What is the challenge? I want to put our product vision into the "Vision Summary" element in "Strategy". However, the field only allows 250 characters. What is the impact? People can only see a truncated version of the vision statemeht or need to ...
Guest 11 days ago in Strategy 0 Future consideration

Calculate key result progress by current/target metrics

What is the challenge? Today, progress at the key result level only allows progress to be calculated from features. What is the impact? It's not possible to base key result progress on its target metrics Describe your idea Allow option for the pro...
Nathaniel Collum about 1 month ago in Strategy 0 Future consideration

Sort Initiatives by Custom Field in Strategy - > Initiative

What is the challenge? In Strategy -> Initiative page, we are not able to sort the initiatives by custom fields. Due to the limitation, after we save initiative rank to a custom field using "Prioritization View", we are not able to reflect the ...
Hank Liu 24 days ago in Strategy 0 Future consideration

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 about 2 months ago in Strategy 0 Future consideration

Add support for key results in Automations

What is the challenge? Now that we have the ability to cascade Goals/Initiatives from an Epic to its related Features, we need the ability to cascade Key Results as well to complete the Strategic Alignment picture What is the impact? Only cascadin...
Lorena Connolly 2 months ago in Strategy 4 Future consideration

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 over 3 years ago in Strategy 12 Future consideration

Allow adding Goal info to Initiatives prioritization page

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...
Maria Plotkina 8 months ago in Strategy 1 Future consideration