Features and Ideas

Happened many a times, typing and pressing cmd+enter in notes field doesn't save the notes. data gets lost

Export to CSV, automated reports (quarter summary, assignee task summary, quarter summary)

As a user I want to mark a goal or KR as Committed or Stretch so that color coding reflects the different completion ratings. I’m support of this, I would like on-screen reminders of the percentage completion brackets for stretch/committed as specified on this page https://thenorth.io/help/how-to-close-and-score-goals/

Story: As a user I want the "Status" of a KR to be set to "On Track" when I Close a KR as "Completed" so that I no longer see it as something requiring attention during OKR review meetings. Discussion: Currently, if a KR Status was set to Behind or At-Risk, and a user forgets to change the status in the last Check-In before Closing the goal, the Status remains as it was (Behind or At-Risk). This defeats the ability to use Status/color of KRs as a way to flag KRs for focus during OKR reviews (since it flags for discussion a KR that is complete). The User Story only talks about changing Status when Closing as Complete. However, EVEN IF a KR is closed as Partial, Missed, or Dropped, there is still a strong case it is no longer Behind or At Risk, and the status of those should (also) be changed to On-Track. I acknowledge that leaving the KR Status as it was prior to being marked Closed provides some record of the history of the KR. However, since TheNorth provides Check-in / Completion history as an explicit feature, there is little value in maintaining the Status as Behind or At-Risk, given that doing so means the KR will continue to draw unneeded attention during KR reviews. As a footnote, if you have some reason you feel this shouldn't happen automatically, I would be happy with a solution where I'm prompted (as a user) for what I WANT the KR status to be set to IF I'm closing a KR that is either Behind or At-Risk while being Closed.

As a business owner I want to enter "Themes" that my company is working on over multiple quarters (likely, annually) to which Objectives can be ties so that I can feel confident my quarterly objectives are supporting my longer-term strategy. Discussion: Leaders often set somewhat broad, longer-term (e.g. annual) objectives with their Board of Directors & other stakeholders (e.g. staff) to set out outcomes they wish to reach by a time beyond a quarter. Quarterly objectives should be in service of those themes. It would be nice if Objectives could be "tagged" with association with those themes - vs. creating yet-another layer of hierarchy - especially since it's possible a quarterly objective might be in service of several annual themes.

As a viewer with authority to see (/edit) the Archive I want to be able to find an archived item within a large more quickly so that I can restore or delete an item more quickly. My preferred solution is the ability to sort the archive list by "date archived", "date created", or other controls useful & available. Another preferred solution is the ability to filter the archive list by the same controls.

As a user I want to convert an initiative to an Objective so that I can handle an increase in the role of an Initiative after it was originally created in an OKR planning session. Commonly people will add initiatives to KRs because they feel "not big enough to be a higher-level objective". But sometimes, as OKR planning progresses, the previously-created initiative turns out to be higher impact than initially expected, and "grows" into an objective with its own KRs. As of 2023-05-25, the user must create a new Objective (of the same or similar name), and then "Archive" the old Initiative. While this works, it also litters the Archive with Initiatives that now doubly-exist as Objectives. It would be better if the user had an control to "covert" it to an Objective, and have The North do all the background work - even if it needs to replicate the info into a Goal and "delete" the Objective (with no remaining trace).

As a user I want to limit search results to the usual date constraints (past, annual, this quarter, upcoming) so that results are focused to the interval I'm concerned with.

when we mark a task as completed the percentage of completion should calculate automatically.