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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...
Max Robbins 6 days ago in To-dos 0 Unlikely to implement

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...
Scott Vonderharr 12 days ago in To-dos 0 Future consideration

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...
Todd Meyer 20 days ago in To-dos 0 Future consideration

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...
Tim Haspert 21 days ago in To-dos 0 Future consideration

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...
Stephanie Sullivan 22 days ago in To-dos 0 Future consideration

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...
Stephanie Sullivan 22 days ago in To-dos 0 Future consideration

Ability to set up automation to accept work requests

What is the challenge? There are cases for some of our teams where a work request should always be accepted and always create an epic. What is the impact? Non-value add steps are required to watch for and accept work requests. Describe your idea
Guest about 1 month ago in To-dos 0 Future consideration

Ability to add watchers to to-do items

What is the challenge? What is the impact? Describe your idea
Justin B about 1 month ago in To-dos 0 Future consideration

Importing issues with date.

What is the challenge? Excel, to my knowledge and based on research, does not store cell formatting, so when I ensure a date is in YYYY-MM-DD format and save the .csv file, it will revert back to original formatting. What is the impact? Incorrect ...
Justin B about 2 months ago in To-dos 0 Already exists

Standardize how approval groups are applied via workflow updates vs ad hoc approvals

When an approval group is set for an approval via a workflow status update, the individuals in that group are assigned to the approval. When an approval is created on a record ad-hoc, the full group is assigned to the record instead, which is the ...
Maria Plotkina about 2 months ago in To-dos 0 Future consideration