Add option of "Any Approval" or "All Approvals" for Approval To-Do created manually or via automation with Flexible Workflow
SITUATION: We have set up an automation rule to create an Approval To-Do record under a Feature when a certain condition is met (this is extremely helpful to help users know when an Approval To-Do should be used)After the Approval To-Do record is...
Dynamic assignee options when creating a to-do using automation
Using automation to create to-dos is a great way to drive consistency with processes. However currently when setting up an automation rule to create a to-do, you must select specific assignees.It would be great to be able to set the assignee of th...
Add "assign to me" option when creating a new to-do
Small quality of life improvement for those of us who love to-dos and often assign to ourselves. It would be nice to have an "assign to me" option when you create a new to-do — like the one for creating new features/activities.
Molly Jane Quinn
over 1 year ago
Bulk update To-do's (e.g. marking them complete, etc.)
We get assigned many To-do's, and it would be nice if instead of having to click on each To-do and marking them complete, etc., can we be able to multi-select/bulk update more than 1 To-Do and marking them complete, for example?
Address inconsistency in behavior in the My Work screen with To-dos pertaining to the "Assigned to me" vs. the "Completed" tabs
There is currently a mis-match or inconsistency in behavior in the My Work screen with To-dos pertaining to the "Assigned to me" vs. the "Completed" tabs that can result in data gaps where individuals don't have visibility into the complete pictur...
about 3 years ago
Make sure direct links to to-dos will always load the to-do
If you get an email with a link to complete a ToDo which is almost due or overdue, there are situations where the link will not actually load the ToDo.
An example is if you have an overdue ToDo for a Q32017 goal but you happen to have had the go...