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Status Future consideration
Categories Strategy
Created by Guest
Created on Dec 3, 2019

Extend saved views to Strategy > Initiatives

I'm trying to put together a presentation with different filter settings for the Strategy > Initiatives "Chart View". In our case this tells a nice story as we filter by time frames, as initiatives in the short term are "hard" and not necessarily of much direct business value, but they form the foundation for easier and higher value initiatives over time.

The "time" bit of this can be shown on a strategy roadmap, but not the effort/value pair; I can't think of a good way to tell this story without being able to have filtered initiative views in my presentation.

Apparently the way to add filtered views to presentations is to save the view first, then add the saved view to a presentation. Saved views are not available on the Initiatives page.

The request then is to add saved views to the initiatives page. Ideally add it to every page, in the same way that "add to presentation" is currently on every page. Or, piggyback off the "add to presentation" and have an option to snapshot the filters at the time the view is added to the presentation without having to round-trip through saved views first.

 

  • ADMIN RESPONSE
    Jul 22, 2022

    Thank you for the idea! We will consider this for the future. In the meantime, you may want to look at creating a custom chart to show this information.

  • Attach files
  • Nick Mariette
    Reply
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    Mar 11, 2020

    I want to save an Initatives Workflow view or share it as a webpage – so it's easily accessible by other Aha users who are less familiar with the interface

  • Guest
    Reply
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    Dec 4, 2019

    Custom chart is pretty close but is unreadable in a presentation if the effort/value are close to 0/100, as the labels are fixed centre-alignment so get cut off by the sides of the chart. That's possibly worth its own Idea here, but in the meantime having more views able to be replicated verbatim in presentations seems a good idea to me, especially Strategy stuff as (surely?) one is more likely to present on that than e.g. particular features