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To-dos

Add no longer relevant status for todos

What is the challenge? We use todos for tracking actions that come up at governance meetings. As things change these actions may no longer be relevant, but we do not want to delete them completely. Marking them as complete may make it appear that ...
Julia Pence 12 days ago in To-dos Future consideration

Reusable to-do titles

What is the challenge? We use the same names for the to-dos. it is a list of ten What is the impact? we have to type the same over and over on every Intake Describe your idea. It would be helpful to add a feature to configure a dropdown menu in ...
Guest 27 days ago in To-dos Future consideration

Tag users in to-do descriptions

What is the challenge? At times, many users being assigned to a to-do will have a supporting counterpart that needs to be alerted the to-do is created. There is currently no ability to add a watcher to a to-do, and therefore impossible to tag anot...
Guest 27 days ago in To-dos Future consideration

Create a to do template to apply to initatives

What is the challenge? Can't copy and paste to dos across initiatives Time consuming to manually input to dos What is the impact? Have a template of the To Dos I want for each initiative Describe your idea. Create a to do template to app...
Guest about 1 month ago in To-dos Future consideration

Use different ToDo custom layouts based on Status

What is the challenge? I want to change the fields shown on a ToDo depending on the role that is getting the ToDo and the status of the idea. I can't do that now. If I create a custom layout it is used for all ToDos What is the impact? My reviewe...
Chris Wright about 2 months ago in To-dos Future consideration

Add more Status options for To Do's

What is the challenge? To Do's are used for tracking work for UX, Architecture, etc and we need more Status options to provide more clarity on where the work is at. What is the impact? More Status options will provide all team members assigned (a...
Kellie M 3 months ago in To-dos Unlikely to implement

Update Aha "TO-DOS" counter to only count open items

What is the challenge? As we are working our Aha ideas, as the owner I set "TO-DO" items for myself to follow up on a variety of items related to the project. Today, the counter shows a count of every item that has ever been added to that tab. Thi...
Andria G 3 months ago in To-dos Future consideration

To-Do's - When they are checked as Completed, Auto-update the status to "Done"

What is the challenge? Unable to utilize the "Completed" state of a To-Do in a List Report. So instead, we utilize the To-Do Status which needs to be set manually because checking the To-Do Checkbox when completed does not auto-update the status. ...
Kellie M 4 months ago in To-dos Future consideration

Add Status filtering for To-Dos on Partner Records

What is the challenge? When working with the to-dos of a Partner (Action Items), there is no way to filter out completed Action Items. After completion, they receive a strikethrough but remain in the list, along with all open Actions. What is the...
Guest 4 months ago in To-dos Future consideration

add 'approval types'

What is the challenge? we are using approvals to track multi-phase opportunities and unable to effectively track and report on the approvals What is the impact? it is difficult to ensure appropriate approvals have been met prior to develop...
Joy Fryer 6 months ago in To-dos Already exists