Feature requests

Transfer all data from an old meeting into a new meeting (copy/paste option) Need to be able to transfer notes, talking points and tasks etc from one meeting to another

Right now, goals can only be tracked in %'s based on 100%. We have targets that are dollar amounts or number of visits or a goal of 21% GM. We need the system to show they achieved 18% of 21% GM and not 86% like it currently does. We would like the ability to choose how the progress shows. We are able to set the type of target and need to be able set how it is displayed.

Add the ability to convert a Talking Point (Agenda item) directly into a task. Which would be handy for setting follow actions for team members.

Would be great to have the option to highlight certain talking points in color, to be able to add images (screenshots etc.) and icons (red flags etc.).

Admins will be able to assign different recognition point limits to specific user groups. This allows for more flexible reward policies such as giving managers higher monthly limits or customizing recognition rules for different departments.

Admins will be able to preview a review template in admin center before sending it out. This helps ensure that all questions, settings, and visibility rules are correctly configured reducing errors and giving admins more confidence before launch.

Admins will be able to schedule review and survey cycles to be sent at a future specific date. This helps HR teams plan ahead and launch performance or engagement cycles automatically without needing to trigger them manually on the exact day.

I would want the committee members to share Admin responsibilities with me and give them Company-wide Admin access but only for the Recognition Module.

Admins will be able to archive review templates. This helps keep the workspace clean and focused by hiding past cycles that are no longer active, while still retaining access for reporting and reference.

For recurring events, it would be helpful to have a continuous and active meeting summary, which can be accessed and emailed at once.