Feature suggestions for Design, Diagnose, Perform modules

Examples of Design features relevant to this page: Team Discovery, Team Actions, Team Types, etc.

Examples of Diagnose features relevant to this page: Engagement surveys, Pulse Surveys, Reports, Heat Map, Org Upload, etc.

Examples of Perform features relevant to this page: Workspaces, Kudos, 360 Feedback, Goals, etc.

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2.0 invitation triggered when a team member is added to a team

It should be possible to add a team member to a team without notifying them and inviting them to access the team in 2.0. Managers may need to review a team ...
Suggested by: Sarah Wright (10 Jan, '24) Upvoted: 04 Dec, '24 Comments: 19

Add pattern thumbnails to Design to PI2

There is no where to view the graphs in design. Even a small thumbnail would be very helpful to refer back to. Especially when we have Adapters, Individualists, and ...
Suggested by: Becca VanDerveer (18 Jun, '24) Upvoted: 12 Mar Comments: 2
Reviewed - Saved for Future Consideration Design Optimization

Give Account Owner and Account Admin access to all Teams

We tell these two user types that they have access to everything but they really don't. I'm hearing a lot of frustration - especially for something that is limited ...
Suggested by: Carissa Gudenkauf (18 Jan, '23) Upvoted: 08 Oct, '24 Comments: 2

Option for Clients to Enable/Disable Access to Team Discovery for Users

As it is now, it is too complicated for large companies with many users to administer
Suggested by: Pernille Flensted-Jensen (12 Jan, '23) Upvoted: 30 Sep, '24 Comments: 4

2.0 adding candidates to a team

We need to be able to add candidates to a team without adding their email address - need to pull their data from the Hire module
Suggested by: Sarah Wright (10 Jan, '24) Upvoted: 04 Nov, '24 Comments: 2

PDF of each individual's DOT

In the team report it would be nice to have another download snapshot for each individual in the team. Helpful during HPS Workshop and team awareness.
Suggested by: Jennifer (17 Jan, '23) Upvoted: 30 Jan Comments: 6
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Revisit Individualist Profile location

I believe the team should reconsider the location of the "Individualist" profile falling into "Teamwork". These profiles do not tend to be "people-focused", do not ...
Suggested by: Melanie Wood (01 Aug, '23) Upvoted: 29 Jan Comments: 4
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Auto-save notes during Meeting Mode

Auto save notes in Meeting Mode so that if you click out you don't lose your notes UPDATE: Notes/comments made during Meeting Mode are now auto-saved! We have a ...
Suggested by: Alexa Matarazzo (05 Dec, '23) Upvoted: 12 Aug, '24 Comments: 3

Daily reporting by location / property / region

We'd like the ability to see completion rate by location or property calculated live or at least daily. Many hospitality clients requesting this to see which ...
Suggested by: Clayton Ramsey (28 Apr, '23) Upvoted: 13 Apr Comments: 6
Reviewed - Saved for Future Consideration Diagnose Optimization

Faster changes/bulk adding members to a team from the folder tree or auto add from OI link settings

The old TWS format for adding and removing individuals from the folder tree was easier and more efficient -- or add associated team(s) to the OI link settings to ...
Suggested by: Alexis Finley (08 Mar, '23) Upvoted: 25 Aug, '25 Comments: 7
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Add Team Type for Balancing Teams

There is a Strategy Type for Balancing Strategy when a team chooses to pursue either a combined focus of I&A and P&P, or R&D and T&EE objectives. However, a Balancing ...
Suggested by: Cindy Moran (12 Jan, '24) Upvoted: 08 Sep, '25 Comments: 1
Reviewed - Saved for Future Consideration 2.0 Design Optimization

Goal Templates

Templates for goals (parent and sub) that build up together and can be applied for long term usage. Ideally, with a template, this can be copied rather than ...
Suggested by: Sofia Tempestoso (25 Jan, '24) Upvoted: 29 Apr, '25 Comments: 7
Reviewed - Saved for Future Consideration Optimization Perform

Add a relationship guide, but for teams

In the same way that we have a relationship guide in Inspire to improve the working relationship of two individuals, we should have the same type of content to ...
Suggested by: Stefano (30 Mar, '23) Upvoted: 04 Aug, '25 Comments: 3
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Ability to add new topic items while in meeting mode

Currently, you have to exit meeting mode to add a new topic. I would love to be able to add a topic without having to constantly go in and out of meeting mode. ...
Suggested by: Jamie whited (26 Jan, '24) Upvoted: 13 Oct, '25 Comments: 1
Reviewed - Saved for Future Consideration Optimization Perform

Allow Greater Flexibility in No. of Teams to Be Bought

Sometimes 20 is too few and 50 too many, so it would be great to be able to offer e.g. 25, 30, and 40 as well.
Suggested by: Pernille Flensted-Jensen (15 Feb, '23) Upvoted: 31 Jul, '24 Comments: 3

Preview Report/Heat Map structure

It would be really helpful to get a preview of which managers will get a team report and what the heat map would look like, based on a 100% completion rate (with the ...
Suggested by: Sarah Wright (26 Mar, '23) Upvoted: 27 Nov, '25 Comments: 1
Reviewed - Saved for Future Consideration Diagnose Optimization

Ability for the User Role to Share a Team

HR BP's often work together on teams and need to be able to share teams with each other, even when they are users (as opposed to admins/owners)
Suggested by: Pernille Flensted-Jensen (12 Jan, '23) Upvoted: 21 Jun, '23 Comments: 0

Modifying launch, close, and reminders

Notifications are hardcoded into the software. There is no way to add a start date, close date, and modify the reminders. Our client had reminders going out on ...
Suggested by: Meg Patel (06 Jun, '23) Upvoted: 05 Nov, '24 Comments: 2

2.0 sample team names

The team names in the sample team are a little childish - can they be changed?
Suggested by: Sarah Wright (10 Jan, '24) Upvoted: 02 May, '25 Comments: 0
Reviewed - Saved for Future Consideration Design Optimization

Enhance 360 Feedback Functionality - Formal Review Process AND Custom Capability Ratings

Current 360 functionality is built for a "light" project based way to provide feedback. To make this product more competitive in the market enhancing the 360 ...
Suggested by: Andi Armstrong (26 Jan, '24) Upvoted: 24 Oct, '24 Comments: 6

Archive Workspace

When a project to an associated workspace is completed, allow archiving of a workspace. This will allow users to reference agendas and notes in the future if ...
Suggested by: Tara Wallach (23 Jan, '24) Upvoted: 29 Apr, '25 Comments: 2
Reviewed - Saved for Future Consideration Optimization Perform

Add to Team option under Admin drop-down

When on a search results page or in a folder, need the ability to checkmark people and use the Admin drop down to Add to Team (used to be able to do this when it was ...
Suggested by: Kristy Sheikh (17 Jan, '23) Upvoted: 20 Mar, '25 Comments: 2
Reviewed - Saved for Future Consideration 1.0 Design Optimization

Slack command (or MS Teams command) to write kudos

Instead of having to go to Perform to write a kudos that is then posted in a Slack channel, what if we can give kudos from within Slack directly via a command? ...
Suggested by: Stefano Hernandez (13 Feb, '24) Upvoted: 29 Apr, '25 Comments: 1
Reviewed - Saved for Future Consideration Optimization Perform

Differenciate Teams from Design Teams in the list

Wehn opening Design all created teams are visible in a list. However, there is no way to differenciate a "normal" team from a one activated in Design. Users are often ...
Suggested by: Jessica (16 Feb, '23) Upvoted: 22 Feb, '24 Comments: 1
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Make the Open Comments report available in .csv file instead of .pdf

Would like to see the Open Comments section report available in a format that's easier to work with. Exporting from a .pdf is a messy and time consuming process.
Suggested by: Desiree (30 Sep, '24) Upvoted: 06 Oct, '25 Comments: 0
Reviewed - Saved for Future Consideration Diagnose Optimization

Speed up editing a team

WHY does it take so long to add or subtract a person from a team? Just timed it at 30 seconds PER PERSON. Terrible lag. When initially building a team, this lag ...
Suggested by: Kristy Sheikh (13 Jun, '23) Upvoted: 21 Aug, '25 Comments: 0
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Allow Admin to Create Workspace manually or via CSV upload

Make it so an Admin can upload a CSV of Manager and Direct reports to auto-create 1:1 workspaces upon setup. And, make it so that an admin can create workspaces for ...
Suggested by: Drew Fortin (09 Jun, '24) Upvoted: 06 Nov, '25 Comments: 4
Reviewed - Saved for Future Consideration Optimization Perform

Future Agenda Items

Being able to schedule agenda items in the future to plan steps weekly/monthly/etc as opposed to the workaround of "snoozing"
Suggested by: Sofia Tempestoso (25 Jan, '24) Upvoted: 13 Oct, '25 Comments: 3
Reviewed - Saved for Future Consideration Optimization Perform

Add link to Behavioral Profile /Person Page from Design

It would be nice to be able to click on the initials of a person in Team Discovery and their graph show up as well as have a hyper link to their person page to view ...
Suggested by: Page Swanger (02 Nov, '23) Upvoted: 24 Feb Comments: 1
Reviewed - Saved for Future Consideration 2.0 Design Optimization

Add Collapse & Expand capability to Strengths & Potential Caution Areas

When using Discovery, I want the team to focus on Strengths first, but no matter now many times I say that, you know they are reading Potential Caution Areas. Adding ...
Suggested by: Lisa (15 Jun, '23) Upvoted: 21 Mar, '25 Comments: 0
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Kudos Templates - Link feedback and kudos to preset company values

I have two prospects who like NectarHR because they can give feedback with drop down menu of all their company values. In fact, you can't submit until you've aligned ...
Suggested by: Shawna Lake (06 Mar, '24) Upvoted: 13 Oct, '25 Comments: 4
Reviewed - Saved for Future Consideration Optimization Perform

Ability to sort teams by creator

Having to scroll through teams created by others is a hassle when there are many...ability to either sort by creator's name or simply "my teams" option would be great!
Suggested by: Kristy Sheikh (18 Jan, '23) Upvoted: 01 Aug, '24 Comments: 2

View Reference Profile and/or Relationship guide in Meeting mode

Would love the ability to view Reference Profile and/or Relationship guide in Meeting mode. This would allow users and managers to see the information during a ...
Suggested by: Martelle (22 Feb, '24) Upvoted: 13 Oct, '25 Comments: 0
Reviewed - Saved for Future Consideration Optimization Perform

Add Pronouns field

There is currently a workaround to adding your pronouns (adding to your first name), but a dedicated field for pronouns is easier on the user and promotes inclusion.
Suggested by: Stefano Hernandez (27 Dec, '23) Upvoted: 13 Oct, '25 Comments: 0
Reviewed - Saved for Future Consideration Optimization Perform

Ability to Compare Teams in Team Discovery

We would like to compare our customer service team to our purchasing and logistics teams. It would be useful to look at different dynamics between different teams.
Suggested by: Molly (16 Nov, '23) Upvoted: 16 Feb Comments: 0
Reviewed - Saved for Future Consideration 2.0 Design Optimization

Sort/organize workspaces on lefthand nav

Feature Request - Ability to adjust the size of the left hand navigation to allow for longer meeting titles to be less condensed. Also the ability to ...
Suggested by: Michael Saia (14 Dec, '23) Upvoted: 13 Oct, '25 Comments: 6
Reviewed - Saved for Future Consideration Optimization Perform

Gamify adoption

Framework for internal gamification could be something like points for adding a photo, workspaces, giving kudos, setting a goal, changing your notifications, setting ...
Suggested by: Nancy Dabu (30 Nov, '23) Upvoted: 29 Apr, '25 Comments: 3
Reviewed - Saved for Future Consideration Optimization Perform

Allow switching between self, self concept and synthesis in Design.

Currently, Design plots Self. However, looking at how teams are stretching and being observed provides valuable insight and reflects a more accurate picture of the ...
Suggested by: Damon Clark (22 Feb, '23) Upvoted: 12 Mar Comments: 2
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Have a clear message when all Teams are used up

Client has 5 Teams used up. When attempting to create a new Team, they got this message "This will use 1 of your company's 0 available teams. Would you like to ...
Suggested by: Erik Herman (08 Mar, '23) Upvoted: 31 Jul, '24 Comments: 1
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

Admin rights for partners

Partners should be able to edit teams that are shared with them.
Suggested by: Brian Gelt (03 Feb, '23) Upvoted: 01 Aug, '24 Comments: 1

Team Discovery

If you have a bigger team the initials are on top of each other. We use this picture in a powerpoint so no way of seeing the ones under the other. Also when there ...
Suggested by: Lisa Flaten (16 Feb, '23) Upvoted: 07 Aug, '25 Comments: 0
Reviewed - Saved for Future Consideration 1.0 2.0 Design Optimization

PI-suggested agenda topics or action items based on behavioral insights

Allow managers to select suggested agenda topics/talking points or action items based on the problem area at hand, and the individuals' relevant behavioral insights. ...
Suggested by: Stefano Hernandez (21 May, '24) Upvoted: 14 Aug, '24 Comments: 3

Giving Feedback to someone you don't have a workspace with

Allow users to provide anonymous feedback to another person without having to create a workspace with that person. Give the option to send it to the manager only, ...
Suggested by: Tara Wallach (21 Dec, '23) Upvoted: 12 Aug, '24 Comments: 2
Reviewed - Saved for Future Consideration Optimization Perform

Allow admins to turn on/off certain Perform features

Provide company adimistrators a way to turn on/off Perform features. Making them usable/unusable for the entire organization. This would be helpful for larger ...
Suggested by: Andrea Armstrong (03 Jun, '24) Upvoted: 06 Nov, '25 Comments: 1
Reviewed - Saved for Future Consideration Optimization Perform

View Feedback and Kudos of direct reports

Be able to view all the public feedback and kudos given to your direct reports (as a manager)
Suggested by: Tina (14 Feb, '24) Upvoted: 12 Aug, '24 Comments: 1

Add a Job Model to a Team in Design

I'm working with a client and want to compare his team against the job model. Is there a way to add in the job model in "Design" or can I only do it with the ...
Suggested by: Eric Irwin (15 Jun, '23) Upvoted: 04 Mar Comments: 1
Reviewed - Saved for Future Consideration Design Optimization

Relationship Guide Print Option in Perform.

An option to have a viewable print out for the relationship guides would be very helpful. Currently the only options to export by TXT or CSV which is just a messy ...
Suggested by: Gabriel Aybar (26 Sep, '24) Upvoted: 13 Oct, '25 Comments: 0
Reviewed - Saved for Future Consideration Optimization Perform

Provide a way to turn off notifications

Allow me to turn off notifications that aren't related to me, my workspaces, or my action items. I don't need to get a notification every time someone receives kudos.
Suggested by: Lisa (14 Feb, '24) Upvoted: 29 Apr, '25 Comments: 0
Reviewed - Saved for Future Consideration Optimization Perform

Hide calendar events that you've declined

We get invited to many calendar events that we end up declining and not joining. It would be great to hide these from Perform to keep us focused on the meetings that ...
Suggested by: Stefano Hernandez (09 Feb, '24) Upvoted: 13 Oct, '25 Comments: 0
Reviewed - Saved for Future Consideration Optimization Perform

Allow users to add personalized notes to the BA data colleagues see on how *they* specifically work

What? Allow users to add personalized notes to the BA modules their coworkers see that expand on their reference profiles and more specifically articulate how *they* ...
Suggested by: Shefali (27 Feb, '24) Upvoted: 16 Oct, '24 Comments: 0
Reviewed - Saved for Future Consideration Optimization Perform