Product Ideas

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...

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

Summary:currently related links are still visible for archived items. If something is archived, shouldn't related links also be "archived". And then stop contributing to score if they still do.

Summary:It is desirable to have certain status changes auto-update specific dates on a Tactic or Action Item so that I do not have to manually remember to update the dates.Use Cases:Pending > In Progress would update Start Date to today if Star...

Summary:When a user creates a new progress note and attaches one or more files, there is no indication in the slack channel integration that attachments exist. Please add active links to the related note attachments in the slack message so a user ...

Summary:Allow the system to remind a user that they have an upcoming action that is due in X days or X hours or when an action is past due or upcoming.RequirementsAs a Assigned User, I would like to be reminded based upon a configurable frequency ...

Summary:Segments will only have a health score when there are tactics/action items. Like in the image below when there are only objectives the top Segment level will not color. Requirements:As a plan administrator, I need the top level Segment t...

The current function of moving widgets can be confusing and not always intuitive to the end user:In this example user, the prohibit con does appear (it does appear smaller in the application but enlarged in my screenshot tool) but the user assumes...

Summary:Currently if a Tactic has a child Action Item the health of the Tactic is still manually scored. Need to implement a health algorithm similar to how objectives currently work. Requirements:As a User, I need for the health of a Tactic whic...

Currently when user searches for something and then checks a particular sub-filter we narrow the search results, and display only those entities which correspond the selected sub-filter. We also disable other sub-filters, which reflect no entities...