RELATED IDEAS
Apply workspace templates to lines
Often settings like layouts, terminology, and navigation for parent lines may be purposefully different than workspaces. It would be helpful to drive standards for lines by allowing templates to be applied at those hierarchy levels.
A few examples:
Worksheet custom fields on line level initiatives may reference children from across workspaces. The equation and fields needed for the line would be included in a layout specifically needed for lines vs. workspaces
-
Terminology may vary based on how strategy is defined at different levels in an organization. e.g.
Business unit, or Division goals may be called "North Stars" whereas workspace goals are unchanged
Business unit, or Division initiatives may be called "Programs" whereas workspace initiatives are unchanged
-
-
-
-
-
-
-
-
-
-
-
- +11
© 2025 Aha! Labs Inc.•All rights reserved
Agree, the "inherit from" is unhelpful in all the cases where we have configurations that we want to be different at the parent level than the children. Examples for us include Key Results on/off, goal and initiative layouts, and some customized terminology as in the idea author's example above. Line templates would be a fantastic solution to this problem, which we are currently just managing manually.
Agreed with this very much. We have our initiatives and roll-up initiatives (and roll-up roll ups!) and we want to see stats at each Line, Family, Product level however we are unable to do so because the template is applied to all levels so our worksheet custom fields only work for one level before the child references no longer work/apply.