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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-8802 Sync goals between parent and child records.

Auto-assign goals of an initiative to a feature assigned to that initiative

 

When I assign an initiative to a feature, I would expect the goals that initiative satisfies to be automatically assigned to that feature, but they are not.  It would be good to auto-populate the goals of feature based on the assigned initiative, but still allow useres to edit them.

  • ADMIN RESPONSE
    Jul 22, 2022

    We are excited to announce a new automation capability for Enterprise+ customers.

    Automation rules can be used to streamline a variety of tasks in Aha! and may help with this idea.

    In this case you would want to create an initiative automation rule like this

    • When the initiative's goal is changed to add 'goal x'

    • Then update the feature's goals to add 'goal x'

    A separate rule would be needed for each goal.

    Learn more about automation rules.


    We will leave this idea open to consider a more tailored solution for this idea in the future.

  • Frank Fuchs
    Reply
    |
    Nov 4, 2020

    please don't do this. this is a preference choice and would break the current default. Make it a user default behavior if at all. And if you are not using Goals to Initiatives to Features in a Hierarchal form you are just creating a big mess.

  • +1
20 MERGED

Goals and Initiatives - Recognize Pre-existing Relationships When Assigning to Features

We have defined Goals and Initiatives in our Aha instance, and each Initiative is linked to a specific Goal or GoalsBut when you add an Initiatve or Goal to a feature, it doesn't enforce this relationship. That is the problem: we would like Aha to...
Danny Archer over 9 years ago in Strategy 1 Shipped