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136 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.

  • 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
  • Chris Taylor
    Reply
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    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
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    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
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    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
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    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. 

  • +36
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 over 4 years ago in Epic 3 Future consideration
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 over 2 years ago in Releases 1 Future consideration
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 about 1 year ago in Epic 0 Future consideration
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 almost 8 years ago in Reports 10 Future consideration
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 over 2 years ago in Rally 3 Future consideration