Governance/Visibility over disabled or deleted users
When selecting a user as owner, collaborator, etc. you will be notified if the user is still only invited. This will be shown in brackets (eg. Name Surname (invited). But when a user is disabled and no longer a user in the system you are not able to see it unless you are a admin user and look up the person in the user library. It would be great if the "disabled" also could be shown in brackets so it is obvious for other users that we need to take action and re-assign to somebody else.
Planning
19 days ago
Governance/Visibility over disabled or deleted users
When selecting a user as owner, collaborator, etc. you will be notified if the user is still only invited. This will be shown in brackets (eg. Name Surname (invited). But when a user is disabled and no longer a user in the system you are not able to see it unless you are a admin user and look up the person in the user library. It would be great if the "disabled" also could be shown in brackets so it is obvious for other users that we need to take action and re-assign to somebody else.
Planning
19 days ago
Enhancement to duplication functionality
When you do Duplicate of a measurement the copy version will not remember the sub-targets. But when you do Duplicate of an action the copy version will both remember if you have a check-list or a milestone. It would be great if the copy of the measure also will remember the details - or at least give the opportunity to be copied into the new one as well
Planning
19 days ago
Enhancement to duplication functionality
When you do Duplicate of a measurement the copy version will not remember the sub-targets. But when you do Duplicate of an action the copy version will both remember if you have a check-list or a milestone. It would be great if the copy of the measure also will remember the details - or at least give the opportunity to be copied into the new one as well
Planning
19 days ago
Reminders set to local timezone
Reminders should be set to the workspace timezone, not AUS timezone. This may cause messages to go out earlier than intended in many client workspaces.
Planning
6 days ago
Reminders set to local timezone
Reminders should be set to the workspace timezone, not AUS timezone. This may cause messages to go out earlier than intended in many client workspaces.
Planning
6 days ago
Global Settings for AI
I believe we’re going to have more clients that will need workspace wide guidance for the AI. For example, to always get the AI to produce results in Spanish — I’m working with a POC for Golden Foods. All of their updates and goals are in spanish, but AI still produces summaries in english
Reporting
6 days ago
Global Settings for AI
I believe we’re going to have more clients that will need workspace wide guidance for the AI. For example, to always get the AI to produce results in Spanish — I’m working with a POC for Golden Foods. All of their updates and goals are in spanish, but AI still produces summaries in english
Reporting
6 days ago
Reporting > Strategy Tables > Actions > Checklist or Milestones
Have the option to go the one level deeper and pull Milestones and Checklist items.
Reporting
about 1 month ago
Reporting > Strategy Tables > Actions > Checklist or Milestones
Have the option to go the one level deeper and pull Milestones and Checklist items.
Reporting
about 1 month ago
Daily Comparison and DoD Trend
Hi team - we can have daily data points in Metrics but no Measure cards or Strategy tables enable you to compare to the previous day (Day on Day). Please can we add this.
Progress Updates
13 days ago
Daily Comparison and DoD Trend
Hi team - we can have daily data points in Metrics but no Measure cards or Strategy tables enable you to compare to the previous day (Day on Day). Please can we add this.
Progress Updates
13 days ago
Update Template: Predefine the title and/or make it optional
In Update templates, the default title is the date of the update: “Update for Jan 2026”. It would be useful to have the option to customize the default title (for example the name of the template or something different), and maybe an extra field to capture the period of the update, and also choosing to disable the title / make it optional .
Progress Updates
2 months ago
Update Template: Predefine the title and/or make it optional
In Update templates, the default title is the date of the update: “Update for Jan 2026”. It would be useful to have the option to customize the default title (for example the name of the template or something different), and maybe an extra field to capture the period of the update, and also choosing to disable the title / make it optional .
Progress Updates
2 months ago
Activity logs include before/after values
Right now, the activity log surfaces detail but not all details (e.g. before/after values for a date change). Adding all value changes to keep track of changes would be very useful. Activity log should also be a pre-built widget with a plan or focus area filter to be accessed from reports.
Workspace Management
about 2 months ago
Activity logs include before/after values
Right now, the activity log surfaces detail but not all details (e.g. before/after values for a date change). Adding all value changes to keep track of changes would be very useful. Activity log should also be a pre-built widget with a plan or focus area filter to be accessed from reports.
Workspace Management
about 2 months ago
Including external sources in AI update prompts
Bringing external news, trends, or other updates into the suggested update prompts.
Metrics, Integrations & Data
18 days ago
Including external sources in AI update prompts
Bringing external news, trends, or other updates into the suggested update prompts.
Metrics, Integrations & Data
18 days ago
Request Update Should Allow you to see status BEFORE sending out email
Is it possible to see the list of owners and who has done their updates listed out BEFORE we send out the email reminder? Just a way for the owner to know the situation before sending out a note.
Reporting
19 days ago
Request Update Should Allow you to see status BEFORE sending out email
Is it possible to see the list of owners and who has done their updates listed out BEFORE we send out the email reminder? Just a way for the owner to know the situation before sending out a note.
Reporting
19 days ago
Reports > Focus Area > Filter on Measure Tables
Hi team - please can we add the ability to filter by Focus Area for the Strategy Tables e.g. Measure Table.
Reporting
27 days ago
Reports > Focus Area > Filter on Measure Tables
Hi team - please can we add the ability to filter by Focus Area for the Strategy Tables e.g. Measure Table.
Reporting
27 days ago
Plan Alignment - Full Screen
Would be nice to be able to full screen the plan alignment view with none of the website headers or navigation. Takes up 30% of the page when i’m trying to explore the plan alignment. In truth, same comment for the strategy model. Would be nice to go full screen and not be stuck in the section of the tool
Planning
28 days ago
Plan Alignment - Full Screen
Would be nice to be able to full screen the plan alignment view with none of the website headers or navigation. Takes up 30% of the page when i’m trying to explore the plan alignment. In truth, same comment for the strategy model. Would be nice to go full screen and not be stuck in the section of the tool
Planning
28 days ago
Input historical data when making updates
When creating progress updates, it would be great to be able to configure the date for the data point, so it doesn’t have to be only current date. A lot of customers get the data later and would like to attribute it to a past date.
Progress Updates
about 1 month ago
Input historical data when making updates
When creating progress updates, it would be great to be able to configure the date for the data point, so it doesn’t have to be only current date. A lot of customers get the data later and would like to attribute it to a past date.
Progress Updates
about 1 month ago
Update logic for achieved elements
When an element has ended and is achieved, the last update should not be flagged in red since it suggests the update is old or there is something off about that element. We should either mark it green or remove entirely once end date has passed since we won’t typically update it anymore.
Planning
about 1 month ago
Update logic for achieved elements
When an element has ended and is achieved, the last update should not be flagged in red since it suggests the update is old or there is something off about that element. We should either mark it green or remove entirely once end date has passed since we won’t typically update it anymore.
Planning
about 1 month ago
Option to delete comments in Reports
Could we add an option to delete comments in Reports? For Admins and maybe the person that made the comment only. Since we cannot edit them to fix typos or delete a comment that is no longer relevant
Reporting
about 1 month ago
Option to delete comments in Reports
Could we add an option to delete comments in Reports? For Admins and maybe the person that made the comment only. Since we cannot edit them to fix typos or delete a comment that is no longer relevant
Reporting
about 1 month ago
Plan Alignment Link on Plans Page
Could we add a link/button on the Plans/teams page that opens a new window the the Plan Alignment page? it’s always a little more effort to go to Insights, Skip over the intelligence section and get to alignment. I’d usually want to do it from the Plans section?
Workspace Management
about 1 month ago
Plan Alignment Link on Plans Page
Could we add a link/button on the Plans/teams page that opens a new window the the Plan Alignment page? it’s always a little more effort to go to Insights, Skip over the intelligence section and get to alignment. I’d usually want to do it from the Plans section?
Workspace Management
about 1 month ago
Duplicate > Toggle On Duplicating the Weights of Success Criteria
Ability to toggle the ability to take over duplicating the weights of success criteria.
Planning
about 1 month ago
Duplicate > Toggle On Duplicating the Weights of Success Criteria
Ability to toggle the ability to take over duplicating the weights of success criteria.
Planning
about 1 month ago
Ability to have $ be other Dollars e.g. CAD, AUD etc.
Customers like the $ sign, rather than the custom AUD, CAD etc.
Metrics, Integrations & Data
about 2 months ago
Ability to have $ be other Dollars e.g. CAD, AUD etc.
Customers like the $ sign, rather than the custom AUD, CAD etc.
Metrics, Integrations & Data
about 2 months ago
Bulk actions in Planner: Populating custom fields
It would be useful to be able to edit or populate the content of a custom field in bulk with the the bulk action feature in the Plan. The dropdown custom field as a start point because there are fixed options that might be repeated throughout several goals and is most likely to have the same option applied to lots of elements. For example: a priority type of dropdown.
Planning
2 months ago
Bulk actions in Planner: Populating custom fields
It would be useful to be able to edit or populate the content of a custom field in bulk with the the bulk action feature in the Plan. The dropdown custom field as a start point because there are fixed options that might be repeated throughout several goals and is most likely to have the same option applied to lots of elements. For example: a priority type of dropdown.
Planning
2 months ago
Custom Field Differ by Element Type
Ability to have a different Custom Field template per Element Type, currently at Objective, Measure and Action level. Means we have to see for all Objective Types etc.
Workspace Management
2 months ago
Custom Field Differ by Element Type
Ability to have a different Custom Field template per Element Type, currently at Objective, Measure and Action level. Means we have to see for all Objective Types etc.
Workspace Management
2 months ago