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Automatically update strategy record time frame based on date range

What is the challenge?

Time frames require manual entry and aren't impacted by the date ranges selected

What is the impact?

Save time and ensure accuracy of time frame fields for strategic records (goals and initiatives)

Describe your idea

Automatically update a strategy record's (goals or initiatives) time frame based on date range

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    • Kim Bremer
      Reply
      |
      Feb 24, 2025

      Please make this a configuration option, not a forced global behavior. This would disrupt the way our organization uses time frames for strategic planning.

    • Guest
      Reply
      |
      Feb 19, 2025

      We would like the Timeframe in our Initiatives records to be updated to reflect the Initiative End date

    • +1