What is the challenge? |
There are two ways a user can associate a feature to an initiative - but only one way officially links them. I am building various quarterly reports that display all features associated with an initiative. I went to each feature > Related > Linked Records > Add > "Relates to": Initiative. All features appropriately displayed with their respective initiative on my quarterly planning pivot report. Features were missing their respective initiatives on our feature ranking report. I realized that it was because each feature had not been directly added to the "initiative artifact". There should be one path to primarily link/relate features to initiatives. While I recognize that there may be use cases for linking in different ways I am just not aware of, the linking of artifacts needs to be clearer for the user. |
What is the impact? |
Duplicative work, missing items in your report. |
Describe your idea |
Reduce the number of ways in which a user assigns a feature to an initiative. |