To-dos
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2
VOTE
Allow to-do custom fields to be included in automation rule triggers
What is the challenge? Custom layouts can be applied to to-dos and to-dos can be created from automation rules associated to records. When setting up a to-do none of the custom fields display for users to set. What is the impact? Users have to adj...
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1
VOTE
Work Request Data/Information update when change in its original description
What is the challenge? Currently when a work request is created and aligned to a workspace and it's relevant feature is updated the work request in other workspace is not updated auto. What is the impact? User has to manually update the descriptio...
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1
VOTE
Ability to add a Priority tag to To-do's
What is the challenge? When I have a list of To-do's for the day or week, it is hard to tell which ones have the highest priority and should be worked 1st. What is the impact? I have to read through all to refresh my memory and find the ones that ...
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Future consideration
1
VOTE
Select record link type when accepting a work request
What is the challenge? When accepting a work request, the default record link type is a dependency. What is the impact? Not all of our work requests will result in dependencies. For those that don't, we have to delete the relationship between the ...
0
Future consideration
2
VOTE
Copy description to work requests without needing to add to clipboard
What is the challenge? When you accept a work request, you can either copy the description of the work request or the work request parent to the new record. Today, this adds the description to your clipboard then you can paste it into the new reco...
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Unlikely to implement
1
VOTE
Custom layouts for to-dos that are not part of a workspace
What is the challenge? When a layout is applied to to-dos on a given workspace, only to-dos tied to records in that workspace will have the layout applied What is the impact? Standalone to-dos are not able to have a custom layout Describe your ide...
0
Future consideration
1
VOTE
Group overdue and 'due today' to-dos together
What is the challenge? I regularly miss to-dos due today because they are grouped with things due 'this week'. I just don't see them because I tend to just assume anything in the 'this week' category is in the future. Things due today would be bet...
0
Future consideration
5
VOTE
Allow To-Dos, Approvals & Work Requests to all be pulled in as one object in reporting module
What is the challenge? Today, when reporting on To-Dos, you need to pull in three different objects to get To-Dos, Approvals & Work Requests in a report view. This will put all three of these items on the same line in list views and pivot view...
0
Future consideration
1
VOTE
Allow users to select approver when generating approvals
What is the challenge? When an approval is generated, whenever there is a list of approvers, all of those approvers get assigned. It's confusing to people that get many many requests, only some of which need to be reviewed by then. What is the imp...
0
Future consideration
1
VOTE
Allow user to generate approvals when record is ready
What is the challenge? In the fixed workflows for approvals, the approval is generated when the item enters that status. This is unnecesarily confusing and doesn't allow the user to indicate when a record is ready for that approval, unless you cre...
0
Future consideration
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