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Strategy

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Display the timeframe of an initiative in a record lookup field to discern between initiatives that have the same name but different timeframes

What is the challenge? Initiatives can have the same name but different timeframes What is the impact? In a idea, when you select an initiative using a initiative lookup field, the lookup list to select from shows the same name twice when there ar...
Mike Jacobson 13 days ago in Strategy 1 Future consideration

Make it easier to identify the correct Goals and Initiatives when setting in downstream records

Who would benefit? Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting. What impact would it make? Improved data quality by providing a narrow selection of possible goals an...
Dale Potter 11 months ago in Strategy 1 Future consideration

Consolidate Product Key Results to a Portfolio Goal

What is the challenge? As a senior executive of many portfolios, I need an automated way to compile all related key results so that I can easily see how products are progressing toward my overarching goal. For example: Persona: I'm a Portfolio Man...
Mike Jacobson 20 days ago in Strategy 0 Future consideration

Strategic Competitor - Tag or Label

What is the challenge? Our company is very large and our product have a lot of overlaps with many companies so competitors. It's hard to quickly list the one who are competitive to a specific domain What is the impact? I spend a lot of time trying...
Guest 6 days ago in Strategy 0 Future consideration
270 VOTE

Add Features to multiple initiatives

Many intiatives may benefit from some common functionality. If you could add a feature to multiple initiatives it would allow you to better track the impact of the feature across the entire business.
Guest almost 10 years ago in Strategy 45 Will not implement

Sync goals and initiatives across more records using automations

What is the challenge? Recently the ability to sync goals between epics and features was added to automations which is great! However, not all customers use epics, but still want a way for goals to be automatically synced to their lower level work...
Max Robbins 5 months ago in Strategy 0 Future consideration

Be able to filter on archived timeframes

Today when a timeframe is archived, it no longer appears as an option when adding a filter on a timeframe. It is possible to report on archived goals and initiatives using a filter to show archived records, but it makes it difficult to report on t...
Max Robbins 4 months ago in Strategy 0 Likely to implement

Add support for key results in Automations

What is the challenge? Now that we have the ability to cascade Goals/Initiatives from an Epic to its related Features, we need the ability to cascade Key Results as well to complete the Strategic Alignment picture What is the impact? Only cascadin...
Lorena Connolly 5 months ago in Strategy 4 Future consideration

Allow Objectives and Key Results to be inherited from parent object (Release/Epic/Feature)

What is the challenge? When I set a Release's or EPic's Key Result I need to be able to automate or set a condition that all children are set to the same Objective and Key Result What is the impact? Without this ability Objectives/ Key Results hav...
James L 2 months ago in Strategy 1 Future consideration

Strategyzer version of business model canvas template

What is the challenge? What is the impact? Describe your idea
Guest 26 days ago in Strategy 0 Future consideration