System Administration | Product Ideas

Employee (User) Turnover: Ability to change owner of Entities from previous user to new user

With turnover inside of organizations it would be convenient to easily update all entities from a user that is leaving an organization to a new user. Without losing data and information done from the previous user

Created 11 Dec 04:35pm

Account Management / System Administration

2 Future consideration

2 Vote

Add User and Assign Control

From a consultant's perspective it would be nice to be able to add users, assign them to entities in the plan without them receiving the invitation or notifications until they want them to.

Created 31 Mar 06:35pm

System Administration

0 Already exists

2 Vote

Enable Admin (Consultant) to set up end user's dashboard

I would like the ability to log in to end user's environments as an Admin and set up their dashboard before presenting their plan to them.

Created 22 Feb 05:46pm

Dashboards & Reporting / System Administration

0 Future consideration

3 Vote

Move attachments from one plan to another - easily

If you are planning on archiving an existing plan and setting up a new plan, in some cases you need some of the attachments or progress notes in the new plan environment. A nice functionality would be to click and drag or move what you need from o...

Created 11 Feb 04:01pm

System Administration

0 Not Likely to Implement

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 07:52pm

System Administration

0 Not Likely to Implement

2 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 4 May 01:34pm

System Administration

1 Not Likely to Implement

3 Vote

Changing status to On Hold or Cancelled require Progress Note

Summary: Manually changing a status to On Hold or Cancelled require a Progress Note to be entered Requirements: As a Plan Administrator, I need a progress note to be entered when a status of a Tactic/Action Item is changed to On Hold or Cancelled,...

Created 21 Mar 09:50pm

Strategic Planning Tools / System Administration

0 Future consideration

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!

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Option for 12 or 24 hr clock

Enable Dependencies in Timeline View

Additional Frequency Option on Tactics/Action Items

Employee (User) Turnover: Ability to change owner of Entities from previous user to new user

Add User and Assign Control

Enable Admin (Consultant) to set up end user's dashboard

Move attachments from one plan to another - easily

Assigning Ownership to entire Segment and Layers beneath

Ability to set an entire Segment as Confidential

Changing status to On Hold or Cancelled require Progress Note

Filter by status

Filter by category

Identify yourself with your email address

Option for 12 or 24 hr clock

Enable Dependencies in Timeline View

Additional Frequency Option on Tactics/Action Items

Employee (User) Turnover: Ability to change owner of Entities from previous user to new user

Add User and Assign Control

Enable Admin (Consultant) to set up end user's dashboard

Move attachments from one plan to another - easily

Assigning Ownership to entire Segment and Layers beneath

Ability to set an entire Segment as Confidential

Changing status to On Hold or Cancelled require Progress Note