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Strategy

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Allow initiative custom fields to search by Product Workspace Name to select Initiatives

What is the challenge? When searching for Initiatives (using an Idea: Initiatives field - at the Product Line) the I am only have to search for distinct 'initiative names' versus searching by the 'Product Workspace' and seeing the initiatives grou...
Mike Jacobson 5 months ago in Strategy 0 Likely to implement

Ability to track key results values over time

What is the challenge? When OKRs are enabled, there are 3 fields to track: Target metric Starting metric Current metric However, there is no ability to track changes to these values over time. The need is highest for the "Current metric" field. Wh...
Emily Yankush 3 months ago in Strategy 0 Likely to implement

Display the timeframe of an initiative in a record lookup field to discern between initiatives that have the same name but different timeframes

What is the challenge? Initiatives can have the same name but different timeframes What is the impact? In a idea, when you select an initiative using a initiative lookup field, the lookup list to select from shows the same name twice when there ar...
Mike Jacobson 4 months ago in Strategy 1 Likely to implement

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 8 months ago in Strategy 0 Likely to implement

Moving Competitor records from one workspace results in a mixed view of data

When I move a competitor record to a new workspace, I am left with a mixed view of data. The record details remain visible on the page even though the record itself no longer exists in the workspace I am viewing.
Nick Hays over 1 year ago in Strategy 3 Likely to implement

if you move a competitor to a workspace that has no competitors. it looks screwy

After I moved some competitors to a workspace that had no competitors, i went to view them and they looked entirely empty, with only a name, description and threat score or something. I thought maybe my data had been lost, so i added a new competi...
Guest about 3 years ago in Strategy 4 Likely to implement