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Have an undo button
An undo option would be really helpful for admins and new users, especially at the beginning when they are not very familiar with the platform. For example, when creating or deleting relationships between elements, they could iterate and quickly correct things. The same goes for editing updates or deleting things—if something goes wrong, they could quickly go back to how it was before. Even though we have a couple of warnings for deleting, we see that people still make a lot of mistakes and ask for that undo option, this feature would make it easier for users to quickly fix errors.
Add sorting on all columns of the Discover Table for List view
Right now, alphabetical sorting is only available for some columns in the list view (Title, Owner, Start Date, End Date, Update Posted Date, Update Due on, Progress, Unit) However customers need to sort by other columns as well in some instances. Here the example is with the column Health and Any Custom Field Column that they have. This is especially true if they add custom fields with Priorities or Names, adding alphabetical sorting to those columns would help a lot.
Goal updates should replace comments
Concern that comments will be left instead of updates, given comments are visible from details view whereas updates requires clicking into a separate tab.
Add Gauge widgets
Gauge widget would be very useful for KPIs that have targets set, e.g., "to maintain between" or "reach". eNPS would be a good example; or anything that is being tracked against budget.
Selectively share one objective w/o sharing whole plan
Our customer has made some plans private and then shared them with selected teams. Then, they added other users (not part of the team shared w the plan) as contributors. Consequently, this shared the whole plan with those contributors. However, the customer would like to share only that specific objective to not reveal the whole plan to individual contributors and create further clarity to those contributors/owners that only intervene on selected items in the client's overall strategy.
Log In as Another User
It would be super useful to be able to log in as another User as an Admin - similar to Salesforce - this way you can see what Users see, create Reports for them, update their views, Pins etc. Log In as Another User: https://help.salesforce.com/s/articleView?id=xcloud.logging_in_as_another_user.htm&type=5
Allow global default "Expected Progress" setting so that users don't have to remember to choose the right one
We work off a quarterly update cadence by default, but the default setting is monthly. Regardless of training, it's very easy for some users to miss this altogether. We should allow customers to set a default update cadence, including the "last/first day" options, in the Admin screen so that everyone is respecting the minimum default automatically.
Saving space on "Post an update" floating window / Replace "Post an update" at the top with the title of the update template where applicable and entirely remove the "Title" section because it doesn't appear anywhere anyway
The title section takes up space, isn't really touched, and we record the update posted date automatically anyway. The Title content, such as "Update for Feb 2025," also doesn't seem to appear in reporting anywhere anyway. Maybe instead of "Title" we can just use it to refer to today's date for reference. "Today's Date" and the field lists the day/time if we were going to keep it.
Move "Post Update" button from the very bottom of the update window and/or make the window larger horizontally so it's easier to see the button
Right now it's very easy to make the post update button hidden, even without any browser zoom. Client requested the button to appear at the top of the form, or to stretch the update window horizontally to make the button easier to spot at the bottom
Workspace level Timezone
Currently time zones changes with the user's local timezone which causes a lot of issues in viewing and populating the data. All time data should be normalised into a single timezone so that the users timezone doesn't affect charting and reporting.
Weighting
Weight goal contributions to reflect higher or lower impact of each success criteria towards final objective outcome.
For OMA, have a one pager in the goal hub with all of the information
We want a page on the Goal hub where all of the relevant information is present, today we need a lot of extra click to see the different pieces of information, they would like a "snapshot" view where they have direct access to the Custom Fields, the Description, The risks, the Success Criterias, the Date, the progress so they can direct people to that view easily. It would also be powerful to have that kind of view in reports.
Bulk reassignment of goals
Sometimes have high turnover, want a simple way to re-assign ownership of goals when people leave or change roles
Update templates and timeline
We capture monthly operational updates on Actions, monthly SLT updates on Projects, and quarterly Board updates on Objectives. They all have a slightly different template and are expected on these different cadences to support their narrative. Even if they lean into Reports and use notes to summarize, these updates will contain the details that help drive that narrative that ultimately is written!