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. ...
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...
What is the challenge? Currently, it's not possible to bulk edit custom fields on Approvals
What is the impact? Time consuming to update custom fields across multiple approvals or to-dos. They either have to be done manually, or via a CSV update,...
Ben Hollier
about 1 month ago
in To-dosLikely to implement
Filter out completed personal assignments from multi-assignee to-dos in my reports
What is the challenge?
You cannot generate a report of upcoming to-dos that filters out multi-assignee items you’ve already completed. These to-dos continue to appear in your list because the overall status stays “Pending” until all assignees fi...
Nathaniel Collum
7 months ago
in To-dosFuture consideration
Show User Email Addresses When Editing Approval Groups
Request is to configure Aha! Roadmaps so that when a user is editing approval groups, they can differentiate between users that have identical or similar names by displaying the user’s e-mail address in parentheses, similar to the assigned to, wat...
David Willequer
about 2 months ago
in To-dosLikely to implement
Add Dependencies to Gantt/Release Template To Dos for Better Project Management
Who would benefit? Project managers and organizations are looking to have better project management capabilities in Aha. What impact would it make? It would allow us to automatically adjust schedules when we have dependencies built in and a task t...
Stanton Melvin
over 2 years ago
in Dependencies / To-dosFuture consideration
Enable custom field configuration for to-dos in release templates
What is the challenge?
When creating to-dos within a release template, only Title, Description, and Assigned To fields can be configured. Custom fields cannot be set in the template, requiring manual updates to custom field values every time a r...
Krysta Boyer
3 months ago
in To-dosFuture consideration
Copy all existing custom field values when promoting the work request
When promoting the Work Request to an object, copy all existing custom field values that are shared across all Ideas (with same API key) from the originating object to the new object
Karla Johnson
over 4 years ago
in To-dosPlanning to implement
Allow me to create a batch of individual to-dos or work requests
Who would benefit? Teams with large deployments who make heavy use of to-dos and work requests to track cross-functional work What impact would it make? Today, if I need to assign a to-do or work request to a large number of recipients, I have two...
Reilly O'Connor
about 2 years ago
in To-dosFuture consideration
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...