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Fitz_94
New Member
8 months ago
Status:
New

Scorecard status rules template

Hi there!

 

I’d love to suggest a helpful enhancement for Scorecards: the ability to save and reuse status rules as templates across multiple goals and departments.

 

Right now, teams often need to set up identical status definitions (e.g., “Completed,” “On Track,” “At Risk,” “Behind”) for dozens of goals across multiple departments. With 8+ departments and numerous goals, this means manually reconfiguring the same status logic over and over—time-consuming and error-prone.

 

Adding a "Save as Template" option for status rules would allow users to:

  • Create a standard set of status rules once
  • Reuse them across goals and departments with a single click
  • Easily customize when needed, while maintaining consistency
 

This would greatly improve efficiency, reduce setup time, and ensure alignment across teams—especially in large or complex organizations.

 

Thanks for considering this! Looking forward to making scorecard setup even smoother.

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