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Share your product feedback

Status Future consideration
Categories Strategy
Created by Max Robbins
Created on Aug 5, 2024

Sync goals and initiatives across more records using automations

What is the challenge?

Recently the ability to sync goals between epics and features was added to automations which is great! However, not all customers use epics, but still want a way for goals to be automatically synced to their lower level work from a parent record.

What is the impact?

Data models not using epics cannot take advantage of this new feature.

Describe your idea

Be able to sync goals between more records. For example:

Initiatives to features

Initiatives to epics

Initiatives to releases

Releases to features

Releases to epics


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    • Robert Rodriguez
      Reply
      |
      Mar 21, 2025

      This seems to me to be a QOL: Quality of Life issue that could easily be adjusted. Today, you are able to update the Initiatives/Goals on the Feature to be "the same as" the Epic's Initiative/Goals. However, when you go to setup the same automation at the Epic level so that the Epic has the same Goals as the related Initiative, you don't get that same option. Matching the same functionality across each object would be beneficial for consistency in your product.

    • +1
    1 MERGED

    When adding a record to Objective or Initiative (like a release) I would love if all child records below are also tagged/linked

    What is the challenge? I have to spend time trying to link and and manual attached records at the lowest level. What is the impact? Hours, Time, and Friction with reporting. Describe your idea
    Guest 2 months ago in Account settings 0 Future consideration
    6 MERGED

    When a release has an Initiative set, all features added to it (+ button) should inherit the initiative

    No description provided
    Guest over 8 years ago in Features 0 Future consideration