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Account settings

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Ability to restrict workspace owners to adding Viewer and Reviewer users only

It would be extremely beneficial to limit the control of adding paid seat user to administrators whilst still allowing workspace owners to add viewers and reviewers to their workspace. Where adding users is required to be restricted to administrat...
Rachel Fitton 4 days ago in Account settings 0 Future consideration

Allow customizing Related Feature layout

Today under an Epic/Master Feature I can see related Features, but the layout only shows 2 fields: Feature and Status. To understand (for example) who that Feature is assigned to we have to click and open each feature. The option to "View in repor...
Skye Legon 17 days ago in Account settings 1 Future consideration

Automation: Make it easier to copy the same rules into many workspaces

Automation is nice, but it quickly is becoming tedious copying and moving generic rules across even the limited number (12) of workspaces I manage. Creating one rule and copying to each workspace takes maybe 10-15 minutes or so? That is just slow ...
Todd Meyer over 1 year ago in Account settings 4 Future consideration

Creation of containers in custom layouts

It would be useful to be able to create containers within a custom layout to better organise related fields. If we take releases as an example, we capture a lot of information in the following areas; date, revenue, GTM and estimates. It would be g...
Sophie Ramsden 4 months ago in Account settings 0 Future consideration

Automation rule that adds a new row to a custom table

In my use case we have a custom table on releases to track changes to the release date. I would like to set up an automation rule so that "when the release is updated and the date field changes to anything" then "add a row to the custom table with...
Kelly Sebes 3 months ago in Account settings 0 Future consideration

Be able to select a default scenario for all users (Capacity Planning)

Right now, when you add a new scenario (even if it is just a test scenario), all users will be defaulted to that new scenario. We will have dozens of people using the tool, so the inability to get them to all set their own defaults to our standard...
megan sanders 3 months ago in Account settings 0 Future consideration

Export Scorecards to Webpage/PNG

It would be very helpful to be able to share the scoring criteria easily with the broader organization. Adding the ability to export the scoring/ranking criteria to a shareable webpage and png files would be great. More background: our organizatio...
Jen Tedrow 17 days ago in Account settings 0 Future consideration

Automation: support setting a date field to a value relative to another date field

I wanted to create an automation to update the external release date to match the release date on a release when that changes. Arguably we should just do this automatically already... but I was hoping that Automation would solve the issueAfter set...
Todd Meyer over 1 year ago in Account settings 3 Future consideration

When Editing configure options for field lists bring me back to same page and place

Currently for Predefined Choice list fields, when clicking on Manage Choices and have a long list of options that go to more than one page, after editing an item on the second page and saving, it brings you back to the top of first page but I need...
George Mitwasi about 1 month ago in Account settings 0 Likely to implement

Conditional / Dynamic custom fields for all and between record types

Ability to configure the values, whether the field is visible or required based on another fields values. Examples: If value of field X = X,Y or X then make field Y visible and make requiredIf value of x field = X then limit values of field Y to ...
Michael F 4 months ago in Account settings 0 Future consideration