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199 VOTE
Status Future consideration
Categories Strategy
Created by Kelly Sebes
Created on Feb 12, 2020

Sync goals and initiatives between parent and child records

I would like a way to easily

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

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

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

  • Attach files
  • Jonathan Lewit
    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
    Feb 24, 2020

    This is similar to the idea at, that was strangely marked as "Unlikely to implement".

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

  • Moises Cora
    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
    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. 

  • +99

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

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 over 4 years ago in Epic 3 Future consideration

Cascade an Epic's Initiative to the Features/Requirements of the Epic

When assigning an Epic to an Initiaitve, it would be very nice to have that Initiative cascade to the Epic's Features and Requirements. Likewise, when assigning a Feature/Requirement to an Epic, it should inherit the Epic's Initiative.
Guest 10 months ago in Epic 0 Future consideration

Auto populated related Initiative when added as linked record

when users links an Epic as 'Contained By" an initiative, add the initiative name to the initiative field on the epic
Guest 10 months ago in Epic 0 Future consideration

Inherit Feature Initiative from Epic

Request: We would benefit immensely if we had the option to inherit the Feature Initiative from the Epic and would like this to be a setting we could configure for our Workspaces. Context: We do not have any instances where a Feature would not hav...
Katie Richie over 1 year ago in Features 0 Future consideration

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

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 over 7 years ago in Reports 10 Future consideration

populate release goals and epics for features in the release

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 over 2 years ago in Releases 1 Future consideration

Cascade initiative from epic to feature

When I create a new project, I start by creating an initiative then creating epics that are associated to the initiative. When I create features related to the epics, it does not inherit the association back to the initiative.
Fred Mahakian almost 2 years ago in Features 0 Future consideration

Themes to Feature Mapping while importing from Rally

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 over 2 years ago in Rally 3 Future consideration