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Status Future consideration
Categories Strategy
Created by Dale Potter
Created on Jan 26, 2024

Make it easier to identify the correct Goals and Initiatives when setting in downstream records

Who would benefit?

Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting.

What impact would it make?

Improved data quality by providing a narrow selection of possible goals and initiatives an initiative/release/epic/feature could be linked to.

How should it work?

A couple of potential options:

  • Only allow users to select goals/initiatives in the same workspace as the epic/feature

  • Only allow users to select goals/initiatives in the same workspace as the epic/feature, as well as the parent line of the workspace

  • Only allow users to select goals/initiatives in the parent line

  • Allow users to select goals/initiatives from any parent line in the parent/child hierarchy of the workspace

  • Attach files
  • Linda Gaywood
    Reply
    |
    Dec 6, 2024

    To enable users to pick the correct initiative when assigning against an epic, it would be useful to filter the initiatives in the results to only show those linked to the goal for selection.

    Equally, when goals and initiatives have been set to abandoned or no longer being used, these too should be suppressed from any results when creating new records but kept for historic purposes against previous work.

  • +4
1 MERGED

Hide results in the initiative selector to only show those within the workspace

Merged
What is the challenge? As an Aha! user / product manager, I want to more easily find the best initiative to attach to my release or feature without scrolling through endless initiatives in other people's workspace that have no relevance to mine, s...
CJ Jacobs 5 months ago in Releases 0 Future consideration
50 MERGED

Limit initiatives to those within my product

Merged
When linking a feature to an initiative, after selecting Existing initiative, I use the drop-down to choose an initiative and see ALL product initiatives. Guess where my product is...at the bottom! So, I have to recall my initiative names and sear...
Jonathon Leeke over 9 years ago in Features 9 Future consideration