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Strategy

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Ability to edit the strategy overview page layout

The columns shown are interesting, but not particularly useful to me. I'd like Timeframe, Goal, Progress, and Status. I suspect other users would find it useful as well, perhaps with other content and layout requirements.
Guest 20 days ago in Strategy 0 Future consideration

Filter Initiatives in the workflow view by custom fields

In the Strategy/ Initiative tab. We have several initiatives across a large organization. Some of these are strategic and some are not. we would like to be able to filter by a custom field and still use the same workflow visuals. Ie. moving initia...
Anthony Bourne about 2 months ago in Strategy 0 Future consideration

Workflow syncing for Initiatives

Workflow syncing is currently available for Epics and Features but not Initiatives. It would be nice to have the Initiative status auto-updated based on the underlying Epic status in the same way it does for those other record types.
Max O. about 2 months ago in Strategy 0 Future consideration

Create a custom form that Portal users can be sent to complete

For select ideas, we require additional details re the business justification, impact, KPIs etc. We would like to be able to send a template for the additional information that is linked directly from the idea to the person that submitted the idea...
Kim Steeley 2 months ago in Strategy 1 Future consideration

Customize related tab

The ability to re-arrange the information on the related tab would be very useful. Linked records can grow incredibly long. Having other fields at the top would be incredibly useful.
Guest 2 months ago in Strategy 1 Future consideration

Ignore ranking of completed / archived initiatives

Completed and archived (using the Time frame field) initiatives still seem to 'maintain' their rank for reporting purposes and can cause confusion when creating new initiatives and trying to view initiatives by rank in a dashboard / external repor...
Max O. 2 months ago in Strategy 0 Future consideration

Add Products to Strategy/Market

It would be nice to have an out of the box "Products" session in "Strategy/Market" besides "Competitors" focusing on specific applications rather than the general "Competitor" information.
Guest 3 months ago in Strategy 2 Future consideration

Share (Strategy) Initiatives chart as a webpage

Hi, we wanted to share this view as a webpage with our team members. But the function don't show up. Work around seems to be sharing via Whiteboard or Presentation. But that is not the direct and fastest way.
Guest 3 months ago in Strategy 0 Future consideration

Delivery Risks: Option to show Delivery Risk indicator on Strategic Roadmap

Love this new feature! It would be awesome, if on the Strategic Roadmap where I expand my Initiatives to show Epics, that I could choose to hide/show the At Risk Indicator. That way, we can highlight for leadership the Epics that are tied to an in...
Guest 4 months ago in Strategy 1 Future consideration

Delivery risks for initiatives

For alerts for initiatives, I think we would be looking for something similar to what has been deployed for features. I'm sure if you ask any 2 programme or portfolio managers, they'll want slightly different variables but they all pretty much cen...
Steve Dagless 4 months ago in Strategy 1 Future consideration