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
about 1 year ago
in Strategy
1
Future consideration
What is the challenge?
We would like to separate attributes on the Proxy Vote layout by user type using tabs. Some are for Customer Success Managers, some are for Customer Success Architects and some are for Product Managers.
What is the imp...
Roger Deane
3 months ago
in Voting
0
Future consideration
Specify which fields will and will not be copied when copying a Feature
What is the challenge? When a Feature is copied, any field that is filled in will automatically be copied over to the newly created Feature What is the impact? Although most of time this is ok, some fields are Read-Only and therefore cannot be cle...
Joe Wilkinson
11 months ago
in Features
1
Future consideration
Add "Initiative columns delivery risks" field to reports similar to the one for features
What is the challenge? There is a "Feature columns delivery risks" field available in reporting for features that summarizes all the delivery risks for that feature. Though you can flag initiative records with risks as well, that summary field is ...
Maria Plotkina
about 1 year ago
in Reports
2
Future consideration
What is the challenge?
When I sort my strategy roadmap by rank, it is not the rank I assigned in prioritization, it is a hidden field in the details view which is actually the order of tickets
What is the impact?
By using the term "Rank" i...
Guest
27 days ago
in Strategy
0
Future consideration
Have a dedicated Features/Epics list view under Features
What is the challenge?
Having a custom table for epics and features which is not just the analytics list in a different place
What is the impact?
There is no list view with an epics/feature selector like there is for all the other views. C...
What is the challenge?
Our account managers are unsure which ideas their individual customers can see in our customer facing ideas portal.
What is the impact?
When preparing for a customer call they cannot understand the ideas that a custo...
Alex Horan
27 days ago
in Ideas portal
0
Future consideration
Custom categories for AI inputs to organize prompts/instructions/agents
Challenge Managing custom AI inputs (prompts, instructions, and agents) lacks organization currently. There is no way to create categories, so the list becomes cluttered and it is hard to find specific items. Impact People spend extra time searchi...
Todd Meyer
27 days ago
in AI assistant
0
Future consideration
AI Assistant: Read Records within a named frame on a whiteboard
What is the challenge?
I wrote an AI Agent where I wanted the agent to review existing Aha! shapes (records) in a specific frame. It was unable to do that
What is the impact?
I have to manually key in the record numbers for the agent to re...
What is the challenge?
Idea exploration (Themes menu) is very helpful for using AI to identify themes across ideas. I can save the identified trends as "Theme" records, but can only do so one record at a time.
What is the impact?
Slows dow...
Dale Potter
28 days ago
in Ideas
0
Future consideration