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Status Future consideration
Categories Strategy
Created by Brooke Huling
Created on Sep 10, 2015

Add sorting and grouping to the goals and initiatives pages

We have a lot of initiatives as we build a new product from the ground up.  Our goals and initiatives pages are getting out of hand.  More grouping, hiding and sorting capabilities are needed.

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  • Venky N
    Oct 12, 2019

    Would recommend adding a couple of fields to Initiative - for example an Assignee; more choices for status.  Then provide options to view the initiatives by all these attributes.  
    I guess you can present a "workflow" view mode for Initiatives as well.  You already have this for Master Features and Features... perhaps you can enable the same for initiatives.
    The Features also has a quick "List" view right there in the Features module.  Can you enable a "list" mode while viewing initiatives?  It takes several clicks to go to a list report; having the List View right there in the Initiatives module would be pretty handy so I can sort by different fields like Initiative name, Assignee, Status

  • Dominica Meyer
    May 20, 2019

    Need to sort initiatives lists by scorecard

  • Ed Henderson
    Nov 13, 2017

    I currently hand-sort the goals.. it would be great to be able to sort by a custom field, i.e. a priority field or rank/scorecard. This way higher ranked goals show up first.

  • Jonathon Leeke
    Oct 12, 2015

    I agree, we have 50+ initiatives now as we are in the midst of 2016 planning.  It would be nice to have some grouping of them.  An Initiative Board (similar to feature board) would be a nice visual.  We have already created a custom field for "Initiative Category" for higher order initiatives or groups.  If those categories were instead like parking lots for features, that would be great.  It would save us a field and give a better visual.

  • +1

Goal - Sort by Initiative Start/End Date

Within a goal, we are looking to sort the linked initiatives by start date/end date to quickly determine a timeline when the goal can be completed.
Blake Falanga 2 months ago in Product 1 Future consideration