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.

Reports and plans to be private to whole org by default when creating

Multiple Tags per Element

Have the ability to add multiple Tags per element - currently only one.

Add Brand Colours / Fonts to Reports

Customers would like our Reports to be more 'internal' looking - being able to edit the font and colours of charts, text etc. would support!

Concise Scheduled Update Templates

Ability to create a Scheduled Update template that only requires a title line to be added and no additional information. The purpose is to have cleaner and more concise reports where, instead of an update of at least three lines (inclusive of title, date, and update), it is only one line. A headline update, rather than a detailed one.

Further customize AI reporting

When I first built this report I prompted Tapestry to give me a summary with colored bullet points (traffic lights) - this worked, and it was really good! Now they are gone, despite the original prompt still being in place. Also the AI summary refers to Central Europe, APAC and the Nordics when really the comment is about a specific country, not a region. These are not terms we use. I would like the AI just to refer to the country only.

Custom Field Type > Date

Hi team - submitting after a training call. Would be great to have a field type for Date, then let Admin decide on Date Format and for it to use a date picker etc.

Pull Report of all Metrics

We can pull all Measures in a Strategy Table but not Metrics incl. Title, Type etc.

Focus Area Types

Have the ability to have multiple Focus Area types similar to the other Elements.

Differ Available Tags by Element Type (i.e. different Objective Types)

Have the ability to define the subset of Tags available per element type i.e. not for all Objectives.

Endorsement Field Type on Measure Type

Hi team - please can we add Endorsement field type on Custom Fields for Measures. Only for Objectives at the moment.

Mention notifications leading to a static page -

When you click on the mention link below, it takes you to a page (shown above) that has no links or sidebars to the mentions or goals. I was so confused why I was on a static page as a user and had to try to navigate to find each mention or a report.

[Table] Combining different filter formulas in the same filter

As of now, each filter formula can only be used one time. We typically combine different filters (like “Tag is XYZ” and “Title contains “ABC”” , one of each) but it is not possible to apply two formulas for the same filter like “Title contains ABC” but “Title does not contain ABC 3 ” (unless it is a dropdown filter, like the Health one in which we can pick multiple options). In some cases, customers add naming conventions to objectives (Let’s take as an example: “Region ABC-1”, “Region ABC-2”, “Region ABC-3”). If I want to show ABC-1 and ABC-2 in a table, I would choose those objectives as data source, but in scenarios where there are many objectives it would be useful to just apply the filter for the title as “contains ABC” so it would show all of those objectives, but exclude for example “ABC-3” hence why combining the different logics would be useful.

Report Template Suggestion: Risk Overview

Hi team - would be cool to see a risk focused Report template, highlight them, includes plans of attacks. Focuses on 'At Risk' items etc.

Relationships in Objective Summaries Widget

Hi team - creating a report for the team and another thing that would be useful in the OS drilldowns - is the ability to see all the Relationships e.g. Dependency to X, Risk to Y etc.

Making progress updates - adding comments

It would be great to be able to type free text directly into the “Last update” field in a report, rather than opening the side window for a Measure, clicking updates, post update etc - it is a lot of clicks.

Manage updates as an admin or manager

Once an element has been updated eg update due by Feb 28 and the update has been already made, it should show “updated” clearly. It doesn’t show that the element is updated unless you go into the element and open the side bar to dig into updates. It should show as well in the My Work view. As an admin or manager, I should be able to pull a report and see who has done their updates and who hasn’t done those. I know that the “Request Update” functionality allows for some of this, but it’s not sufficient at this point. I get asked a lot about better ways to manage updates by users. Maybe there could be an admin function that allows to pull a report by the user who has done their update and who hasn’t. Or a report that shows when the last update has been made (both on a qualitative and quantitative level)

Sort/Re-Order List of Plans in Plans and Teams and Insights Alignment Views

Ability to re-order the list of plans in Plans and Teams, as well as the ordering on Insights > Alignment view.

Add more options to request update templates: Fortnightly, biweekly

Can we add a fortnightly (1x every 2 weeks) and biweekly (2x every week) update option for Update templates pls.

AI Report Summary Widget > Needs to Remember the Prompt so that Users can Strengthen

Hi team - the widget needs to remember the prompt it is using so we can continue to enhance it, across all Users - at the moment, you have to see the User who created it's recent history.