Product Ideas

As a Plan Admin, I am currently reminding people to enter in Target dates if they chose not to enter one when creating a tactic/action. If we could either have it force entry of a target date on tactics/actions or have the ability to pull a repor...

One of our customers requested having the ability to export the strategy tree in order to present reports to her managing partners.

All users would benefit from this so they are aware that although the initial health of the action item was set to green- if it becomes past due, the user is somehow made aware.

I would like the ability to drag and drop attachments from my computer in the progress notes / file attachment popups. This would allow me to attach files much faster than selecting the location on my computer manually, especially for those with d...

Summary: Breadcrumb navigation bar scrolls out of view on long pages. That means the user has to scroll up each time they want to use it. Suggest docking the navigation bar directly under the application header bar, so it stays visible even during...

SummaryProvide a way for a user to reply to a progress note. Replies to a progress note should be display indented under the parent progress noteSubsequent replies belonging to the same parent progress note should threaded under the parentThe repl...

SummaryProvide a way for a user to quickly provide a reaction (a "Like" for instance) in a single click to a progress note or attachment. Thumbs up to indicate "Like" or acknowledgementThumbs down to indicate disapproval or concernQuestion Mark to...

Sometimes a strategy doesn't need an objective. Sometimes it does. But if you skip an objective for one, you have to skip it for all. That means the one that does need the objective is the gating item and you have to 'make-up' a fake level for ...

It would be really great to have the tool send reminders of what's coming up and what is due for attention - interface with Outlook or remind the user in a progress note, etc?. Likewise, the ability to put everything on a calendar so when you are...