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

Search by Sensitivity

Ability to sort by sensitivity on items.

Created 9 days ago

Dashboards & Reporting

0 Needs review
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 10 days ago

Dashboards & Reporting

0 Needs review
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 11 days ago

Dashboards & Reporting

0 Needs review
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 11 days ago

System Administration

0 Needs review
2 VOTE

Monday.com integration

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

Created 24 days ago

Integrations

0 Needs review
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 25 days 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 3 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 2 months ago

Search & Navigation

1 Future consideration
1 VOTE

Ability to set an entire Segment as Confidential

Be able to set a sensitivity to a whole segment and not just the Objective/Tactic/Action Item levels.

Created 25 days ago

System Administration

1 Future consideration
1 VOTE

Additional choice of Once or None to Frequency

An item may only need to be updated once before closing or may not ever need a prompt to update- Calvary Baptist

Created about 1 month ago

Communication & Messaging

0 Future consideration