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Strategy

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Group key results lookup field by workspace

What is the challenge? Enable OKRs in your workspace and your workspace line, and create some OKRs as multiple levels Make sure you have the out of the box Key Results field on your feature/epic screen Click on the Key Results field. What is...
Tom Bailey 3 days ago in Strategy 0 Future consideration

Dynamically create key results from key results field

What is the challenge? As new tactical records are being input there are times where new key results are being defined. Today a user would need to go to the objective, then create the key result, then go back to the tactical record and associate...
Kristina Gass 12 days ago in Strategy 0 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 over 1 year ago in Strategy 3 Future consideration

Automation: updated linked features and initiatives fields based on goal fields when linked to a goal

What is the challenge? We need to represent goal information on related initiatives and features that can then been synced with Jira integration to be available in Jira epics, etc. What is the impact? Our engineering team using Jira for execution ...
Guest 3 months ago in Strategy 0 Future consideration

Filter Strategic positioning by name or others

What is the challenge? there is no filter the Positioning, if you have a lot of canvases there you need to use ctrl+F to search for a specific What is the impact? Use ctrl+F for page searching, you only have 2 filters: time frame and type....
Guest about 1 month ago in Strategy 0 Future consideration

Using Aha! Views in Model Templates

What is the challenge? We're refining our Template Strategy Models and there is the option to add an Aha! View to the template. When adding the Template to a Workspace, it is possible to edit the View filters to show that Workspace, however if t...
Guest about 1 month ago in Strategy 0 Future consideration

Ability to track key results values over time

What is the challenge? When OKRs are enabled, there are 3 fields to track: Target metric Starting metric Current metric However, there is no ability to track changes to these values over time. The need is highest for the "Current metric" field. Wh...
Emily Yankush 7 months ago in Strategy 1 Future consideration

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 12 months ago in Strategy 1 Future consideration

Block adding children to closed or cancelled objects.

What is the challenge? Users are able to associate new features/epics to closed or cancelled initiatives What is the impact? Reporting on end dates for the parent is not reliable Describe your idea Force users to reopen parent OR select an alterna...
Guest 7 months ago in Strategy 0 Future consideration

Allow setting a "Default view" for the Initiatives prioritization list

What is the challenge? It is currently not possible to set a default view for the Initiatives prioritization page, unlike the corresponding features and ideas pages. What is the impact? It is harder for users to collaborate on initiative prioritiz...
Maria Plotkina 11 months ago in Strategy 1 Future consideration