Product Ideas

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...

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

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...

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...

If you can link your KPIs to your CSFs you can give your CSFs a measurable health status that can drive a more quantitative approach for those who want that direct relationship