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