Product Ideas

Adding a CTA link inside of slack and daily emails so user can get prompted to take an action - something more action driven along with the already existing hyperlinks in place.

In instances where one is working towards a specific number goal, would it be possible to have a running total instead of just plotting the entries over time?

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

Lindsey had a meeting with Transform Rockford and Ashley Sarver from iBike Rockford would have liked to see an option to filter the action items by priority.

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...

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...

Many things that are strategic either go on in perpetuity or happen and then are done. For the latter you could just put the date that it will be complete. But the system still asks you to code "Weekly", "Monthly" etc. Maybe add the label "One ...

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...

SummaryCertain broad key performance indicators will require an ability to drill in to a finer level of detail or vice versa. The architectural concept of inheritance could be used to facilitate this and be presented to the end user in as integrat...

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...