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Account settings

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Add ability to filter by roadmaps vs teamwork licenses in user view

What is the challenge? We have adopted Teamwork and currently there is not the ability to quickly filter users who are only teamwork vs roadmaps within the account user view What is the impact? very manual process of editing and auditing u...
Guest about 1 month ago in Account settings 1 Shipped

Ability to sort the user grid by AI Credits used

What is the challenge? Now that we have AI credits, I would like to see who is using the credits. The user grid shows how many credits each user has used, but it does not allow for sorting What is the impact? I have to scroll through pages...
Jennifer Lange 4 months ago in Account settings / AI assistant 2 Shipped

Improve performance of workspaces page in account settings

What is the challenge? Managing large workspace hierarchies in Account settings is slow and cumbersome The workspace picker can take a long time to open, the Workspaces page loads slowly, and drag-and-drop reordering feels laggy and can misp...
Nathaniel Collum 6 months ago in Account settings 0 Shipped

Add document workflows to workspace templates

What is the challenge? Currently it's possible to set all workflows in a workspace template except Document Workflows What is the impact? Users are unable to easily set workflow standards for documents Describe your idea Add the docu...
Stephanie Lechner 7 months ago in Account settings 0 Shipped

Better option for managing lots of custom field choices

Currently if there are over 500 choices in a custom field, e.g. predefined choice list, the user is forced to use the Manage options area which doesn't allow for easily adding multiple new choices.
Peter Whisenant 9 months ago in Account settings 0 Shipped

Support restoring key results from the Recycle bin

What is the challenge? When a key result is deleted, there is currently no way to restore it from the Recycle bin. What is the impact? Teams risk losing important progress data and historical context if a key result is deleted unintentiona...
Nathaniel Collum 9 months ago in Account settings 0 Shipped

Add ability to easily trace record history for deleted, copied or converted records

What is the challenge? When a record is no longer discoverable through standard Aha! searches, there needs to be a straightforward method to access its historical details. What is the impact? Enhances audit trail capabilities Addresses...
Kristina Gass 10 months ago in Account settings 0 Shipped

Add ability to filter by fields within the recycle bin

What is the challenge? When records are deleted admins need to be able to quickly find records that may need to be restored. What is the impact? Longer time to isolate the records that need to be restored. Describe your idea Add the reference id f...
Kristina Gass 10 months ago in Account settings 2 Shipped

Extend audit filtering to include record and action types

What is the challenge? Looking for ability to search on create/update/delete history for users What is the impact? Need to scroll through account settings > all history in order to find action Describe your idea Extend audit filtering to includ...
Kristina Gass 10 months ago in Account settings 0 Shipped

Support reporting across multiple Aha! accounts

What is the challenge? Large organizations with more than one Aha! account need to be able to report across instances. In some circumstances accounts cannot be easily merged. What is the impact? Ability to create cross account reporting while main...
Kristina Gass 10 months ago in Account settings 0 Shipped