RELATED IDEAS
Ability to save view for Initiatives workflow
I have created a SAFE portfolio kanban board using Initiatives. I'd like to easily share this view with others in my team, but at the moment they have to recreate the view for themselves. I can share via a presentation or export (image, pdf) but these are static views.
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ADMIN RESPONSEMar 2, 2023
You can now save and export your initiatives workflow board. Navigate to Strategy > Initiatives then switch to Workflow on the view type switcher to try it out.
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Allow user to choose default view for Initiatives
The default initiatives view does not serve many tactical or review use cases. We use the workflow view as a way to drive tactical conversations and to inform planning for upcoming work between our teams. As a product owner/product manager, I want...
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Shipped
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Save the initiative workflow board as a view and then share as webpage
Following a discussion with Steve on the concierage team we recently identified an issue with the initiative board, where it seemed like you could share as a webpage, but following a review as outlined below with the engineering team, this was a b...
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Shipped
This still does not work as of this afternoon. The "save as" menu item and "save view" form are now enabled for initiatives and the report appears under the expected folder after saving it, however the “Initiatives workflow” reports cannot be opened after saving them. We get a "! Folder not Found" error that states "This folder could not be found. It may have been deleted or you may lack permissions to access it." when trying to open any of the reports with a report type of "Initiatives workflow".
We need the ability to save the view for Initiatives workflow. Several users have asked for my workflow view, but I am not able to save or share it
We also have the exact same use case. It is not practical to have each user create their own view and the Aha! presentation workaround seems to have bugs when drilling into various Master Features and Features from the report view...
We have exactly the same use case requirements. Using SAFe portfolio kanban and needing to share the view with filters. A static view is not what we need as people need to see different cuts of the workflow.
This would be great to save this view and used as a template across our many teams. Currently each has to create their own version.
The workaround certainly helps, thanks Nathaniel! It'd still be great to have a link to the direct view as per other views and reports
Being able to share and save views is one of the most important things I love in Aha! Not being able to share this workflow view, nor the initiative effort/value chart, is really frustrating.
Thank you for sharing this idea. We will continue to monitor feedback in this area. In the meantime, another option for sharing this view is adding it to a presentation.
You can set this view's update frequency to "Live update" within the slide so that any updates to the view are automatically reflected. Then generate a secure webpage for this presentation.
We hope this helps!