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Status Future consideration
Categories Account settings
Created by Jeanette Resnikoff
Created on May 19, 2022

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

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