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Provide a Prioritization template to allow a product line or workspace to "fix" default columns for any new prioritization report

Allow a "default" set of columns to be defined for Epic and Feature Prioritization reports. For larger organizations where investments are evaluated in common way, a default view would ensure our teams are consistent in the way this information is collected and evaluated.

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    • Chris Lenzo
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      Jan 27, 2023

      yep, that works, just a few extra clicks and some user training/procedures


    • Admin
      Chrissi McNamara
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      Jan 27, 2023

      Thanks for clarifying. We'll continue monitoring feedback through this idea. In the meantime, I wanted to share a workaround that could help. You can create a prioritization view with the columns that you need, save this and name it something like "[Template] Prioritization report." Your colleagues can then create copies from this view by clicking Views > Save as instead of creating a new one from scratch so that it keeps the columns you have selected.

    • Chris Lenzo
      Reply
      |
      Jan 27, 2023

      yes.

    • Admin
      Chrissi McNamara
      Reply
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      Jan 27, 2023

      Hi Chris, thanks for your idea. To clarify, are you looking to create a "template" that will allow you to create different prioritization reports with different records, but the same set of columns within them?