Product Ideas

Have you got a great idea to improve one of our software products? We'd love to hear it! Please share the details with our product team and your idea will be evaluated for release. Thank you!

1 Vote

Whiteboard app embedded in Envision

Usually strategy and plans come about after sessions of brainstorming, idea generating and collaboration. Things that are usually recorded on either real or virtual whiteboards. The current virtual whiteboard apps can be used, but if one would b...

Created 16 Sep 20:08

Integrations

0 Needs review
2 Vote

Ability to create folders in the Attachments (Right Drawer)

It would be helpful to have the ability to create folders within the Attachments in the right drawer. We have a lot of attachments and scrolling becomes cumbersumb and it's hard to find certain documents. Being able to label them Meeting Agenda, M...

Created 10 Jul 15:35

Integrations

1 Future consideration
3 Vote

Monday.com integration

Monday.com integration with Envision. (Added for customer)

Created 06 May 00:24

Integrations

0 Future consideration
4 Vote

Progress Note Report

Summary: Would be beneficial for a plan administrator to pull a report of the last time a Progress Note was entered in any part of the strategic plan to see if there are areas that are either a. not needed or b. need MORE attention or a push to en...

Created 02 Mar 18:56

Dashboards & Reporting

0 Future consideration
1 Vote

Filter KPIs by department

I would like the ability to filter the main view of all KPIs by department. Right now they are just long lists that can't sort by ownership unless I view them in the sunburst view.

Created 05 Aug 14:52

User Interface

1 Future consideration
3 Vote

Ability To Have Saved Filters in Search Function

I met with Marty at Attack Poverty and she explained that she runs reports often via the search function. She would like to be able to have "saved filters" for reports she runs on a recurring basis.

Created 18 Mar 19:23

Search & Navigation

1 Future consideration
2 Vote

Assigning Ownership to entire Segment and Layers beneath

Feedback from a consultant- would like to be able to assign Ownership to a Segment and have the option to have that same person own the items within that Segment. In this case the consultant is creating the plan in Envision and instead of having t...

Created 18 May 19:52

System Administration

0 Future consideration
1 Vote

Usage Digest

Would like an automated report sent weekly to Admin's with the following peramiteres:Individual users who did not log in over last 7 days.Individual users who did log in over the last 7 days.Number of Progress Notes entered by user over the last 7...

Created 22 Jul 16:46

Dashboards & Reporting

0 Future consideration
2 Vote

Custom Plan Model Templating, Additional Layers

Would like to be able to use own Strategic Plan Model or have the ability to use templates. Ability to have more than 5 layers. (Added for a customer who uses the RACI Model.) RACI acronym stands for Responsible, Accountable, Consulted, Informed,...

Created 04 May 13:51

Strategic Planning Tools

0 Future consideration
1 Vote

KPI: Add missing data points at the same time

As a user when I add a KPI that has a start period in the past I want the ability to add all of the data points that are in the past at the same time so that I don't have to add each data point one by one. A good example is I create a monthly KPI...

Created 16 Jul 21:39

Key Performance Indicators

0 Future consideration