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184 VOTE
Status Likely to implement
Categories Strategy
Created by Kelly Sebes
Created on Feb 12, 2020

Sync goals between parent and child records

I would like a way to easily

  • 'Roll-up' all the goals from a child record (i.e. feature) to the parent (i.e. release or epic)

  • 'Send down' all the goals from the parent record to the children

Currently, automation rules require a separate rule for adding each specific goal from a child record to the parent or vice versa.

  • ADMIN RESPONSE
    Mar 25, 2023

    You can now create automation rules for epics to copy the epic's initiative to its child features. We will keep this idea open to monitor feedback on syncing goals.

  • Attach files
  • Henry Berwick
    Reply
    |
    Sep 1, 2023

    It would be very useful to be able to update the goals on an epic or feature based on the goals linked to the relevant initiative.

    Below is the hierarchy and automations I was planning to implement at each level but I have only been able to address the initiative related actions and not the goal related actions as there is no option in the actions for something equivalent to ‘same as initiative’s objective’.

    Goal

    Initiative

    • When update goal --> update goal on all related epics + update goal on all related features

    Epic

    • When update initiative --> update goal on this epic + update goal on all related features + update initiative on all related features

    Feature

    • When update epic --> update goal on this feature + update initiative on this feature

    • When update initiative (for use cases where there's no parent epic) --> update goal on this feature

  • Chris Taylor
    Reply
    |
    Mar 6, 2023

    Yep this is a useful one for me. Please don't make me use lists to bulk edit this stuff.

  • Jonathan Lewit
    Reply
    |
    Jul 17, 2020

    I just came across this myself and was searching the idea portal before submitting my own request. I tried solving it with the automation tools, but as mentioned in one of the other comments, you can't choose "Epic Field Value"

    I posted a screenshot to illustrate how close we can get today. If, on that bottom right dropdown, I could select "Epic Initiative" then I could achieve the spirit of the request.

    The same could be done for "Epic Goal(s)" I imagine.

  • Moises Cora
    Reply
    |
    Feb 24, 2020

    This is similar to the idea at https://big.ideas.aha.io/ideas/APP-I-2206, that was strangely marked as "Unlikely to implement".

    Using automation to enable that would fix all these ideas at once

  • Moises Cora
    Reply
    |
    Feb 24, 2020

    Also, when creating rules, you need to specify "static" values for assignment (action). There should be the option to copy from the object that generated the trigger.

  • Guest
    Reply
    |
    Feb 12, 2020

    Being a large company, we have many goals. We are struggling with this same issue. creating a large amount of rules seems redundant, and having an "any goal" option when creating the automation rule would be very helpful. 

  • +84
1 MERGED

Auto populated related Initiative when added as linked record

Merged
when users links an Epic as 'Contained By" an initiative, add the initiative name to the initiative field on the epic
Guest over 2 years ago in Epic 0 Likely to implement
16 MERGED

Default 'Goals' and 'Initiative' through to the Features when set for a Master Feature (Epic)

Merged
When I set the values of 'Goals' and 'Initiative' in an Epic, those choices should be automatically set for the Features within that Epic. As it is now, I need to go into each of the Features and set those values.
Guest almost 6 years ago in Epic 3 Likely to implement
1 MERGED

As a user, I would like to have an option that allows to automatically set the initiative on new features, when this feature is created within an epic linked to an initiative.

Merged
When adding a feature to an epic being itself related to an initiative, the feature does not automatically belongs to that initiative. As a result, the feature won't show up automatically in the strategic roadmap. A workaround consist of going on ...
Guest 10 months ago in Roadmaps 0 Likely to implement
2 MERGED

populate release goals and epics for features in the release

Merged
In a release you can have many Master feature or features linked to different Epics (initiatives) and Goals. It would be great if the release epic or goals could pull the feature linked to it goals or epics. This would assist with not accidentally...
Natasha Venter almost 4 years ago in Releases 1 Likely to implement
10 MERGED

Automation rule to make sure the initiatives and goals always match between the feature and epic

Merged
We'd like the ability to set up automation rules for records that are added to other records. In our case, we'd like to have a trigger in place when a feature is added to a capability. Currently, we have one set up where features in an epic will i...
Anh Truong over 3 years ago in  1 Likely to implement
1 MERGED

Automate rollup from feature to initiative

Merged
As the container for deploying features, releases should automatically include the initiatives for the constituent features. As it stands now, I need to look through all features and manually add the initiative to the release. This is particularly...
Guest over 8 years ago in Releases 0 Likely to implement
72 MERGED

Improvement: Automatically link a release to all initiatives that are linked to its features

Merged
I as a product owner usually link a feature to an initiative. I'd then expect to see a roadmap on the dashboard where all releases are mapped onto initiatives based on the feature-initiative-links. I do not understand why I should reduntantly link...
Guest about 9 years ago in Reports 10 Likely to implement
26 MERGED

User Stories should inherit possible goals from the Epics/Initiatives they belong to

Merged
As a startup, we are building our roadmap from the top down. This means we are first setting goals for each product, then defining the epics that will help us achieve each goal. Finally, we break it down into the detailed user stories to complete ...
Guest over 8 years ago in Strategy 2 Likely to implement
2 MERGED

Themes to Feature Mapping while importing from Rally

Merged
It would be helpful if themes to features mapping could be possible while bringing the data from Rally to Aha. Currently the mapping works for immideate parent child relationships like Reuirements to Features and Features to Master Features/Epics....
Guest almost 4 years ago in Rally 3 Likely to implement