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

Tactic/AI Frequency: Hourly options

Would like to have more options for frequency on Tactic and Action Items, hourly options. Using this for projects that we are bidding on or managing and a lot of our actions we want to get updates from our partners every few hours especially when ...

Created 16 days ago

Communication & Messaging

0 Future consideration
1 VOTE

Dynamically Update

Dynamically update information. I.e. When changing KPI target value I want it to dynamically update the KPI period target to reflect the target value change instead of manually updating each one as projects change.

Created 23 days ago

Key Performance Indicators

0 Future consideration
2 VOTE

Monday.com integration

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

Created 2 months ago

Integrations

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 2 months ago

Strategic Planning Tools

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 4 months ago

Dashboards & Reporting

0 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 4 months ago

Search & Navigation

1 Future consideration
1 VOTE

Search by Sensitivity

Ability to sort by sensitivity on items.

Created about 2 months ago

Dashboards & Reporting

0 Future consideration
1 VOTE

Ability to export Users

When there are several users added to a plan it would be helpful to be able to export the current users email addresses and possibly last login date. In this case we would use the export of email address and be able to add those addresses for a bl...

Created about 2 months ago

Dashboards & Reporting

0 Future consideration
1 VOTE

My Work Widget

When flipping the widget over, under Section, separate Strategy from Objective and Tactics from Action Items. The icons are not intuitive enough. Also be able to have "My Work" sort by Target Date not just Start Date as it is today. -Submitting on...

Created about 2 months ago

Dashboards & Reporting

0 Future consideration
1 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 about 2 months ago

System Administration

0 Future consideration