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Status Future consideration
Categories Strategy
Created by Guest
Created on Jul 31, 2019

Keep Links/Relationships when moving Initiatives

I don't understand why when you move an Initiative from one product to another it loses all associated records. The roll-up and related releases are still relevant & you can link these things across products so why drop them when moving?

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  • Becca W
    Jan 7, 2021

    This is such basic standard functionality I don't understand why it's not already possible.
    If an inititiave has child records, it should be an option to bring the children into the new workspace if desired.