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Status Future consideration
Categories Roadmaps
Created by Steve Dagless
Created on Feb 7, 2024

Now, Next, Later report - ability to group records by goals and custom fields

Who would benefit?

Anyone who wants to see their work grouped by the goal it delivers to or who uses a custom field as the key grouping e.g. market, product component, strategic pillar etc

What impact would it make?

Make the report usable for people who need the above.

How should it work?


Add options to the group-by drop down for 'goal' (with roll-up levels) and 'custom field' then allow the user to pick a custom field.


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Group Now Next Later (initiatives) by goal

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Who would benefit? Anyone using NNL vies What impact would it make? can better visualise what's happening for the goal over the quarters How should it work? I'd just like to be able to group by goal so we can better see what's happening now and in...
Nerissa Muijs 2 months ago in Roadmaps 0 Future consideration