Allow all initiatives to be viewed, valued and dragged and dropped for priioritization

We need to be able to view and prioritize all company initiatives in one place.  Our executive team would like to meet quarterly to review and set the initiatives based on value and what is most important for the company.  Right now you can not see all initiatives in one place, you can only view them at the product or product line level.  Being able to do this was one of the main reasons for us purchasing aha.

  • Guest
  • Sep 22 2015
  • Unlikely to implement
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  • Admin
    Ron Yang commented
    September 24, 2015 02:10

    Have you tried reviewing initiatives from the Report->List screen? From here, you can review and filter all initiatives and you can also use custom fields to set values for each initiative. 

  • Guest commented
    September 24, 2015 13:15

    Thanks for the feedback, yes I am using the Report list and it is useful to view the values of initiatives however it does not allow you to adjust the initiatives in priority order.  Thats the piece we are really looking for. 

  • Admin
    Ron Yang commented
    November 21, 2015 01:45

    We recently launched a feature which allows you to prioritize your strategic initiatives with a custom scorecard. 

    You can use the same custom scorecard across all initiatives to create a rank across your portfolio. This can be done by creating a custom field of "custom scorecard" type. This is actually even more powerful than the functionality we currently have, in that you can create a scorecard based on what matters most for your company.

    Here's our blog post with more details on this:

    At the moment, we're unlikely to make changes in regards to your exact idea, but I believe this workaround might actually be a better solution.

  • Guest commented
    November 23, 2015 15:49

    Ron, the scorecard is a nice improvement and might be useful, but it's a really complex and heavyweight solution to a simple problem.  We want to quickly prioritize some initiatives and have those priorities carry through reports.  With a drag-and-drop, I can do it quickly in a meeting and see the results.  With a scorecard, I have to create a card, go into each item, change it's values.  If i want to re-prioritize I have to edit at least two items and work out the values to make them come out how I need them.

    We don't use rigid scorecards, we are prioritizing based on conversations and priority.

    This solution, while it does work, is really complicated.and will annoy our users.  It's not the solution that this idea is requesting.