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My ideas: Ideas research

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Support creating document or whiteboard templates in automation rules

What is the challenge? There is no ability to automate creating a note or whiteboard template in the Research tab when ideas or other records are created. What is the impact? If you use the same template for each idea or other record, it requires ...
Stephanie Lechner 7 days ago in Ideas research 0 Future consideration

Allow disabling the attachments option for any note field in the portal

What is the challenge? I am working on designing an Idea submission form and I figured that when a Note field is selected it comes with attach files option. Attachments option is already available in the description field. What is the impact? Cant...
Guest 3 months ago in In-app feedback 0 Future consideration

Add the "Research" tab to Custom Tables

What is the challenge? Currently, you can't add the "Research" tab to a custom table. So you can directly collect the research you've done with a custom table entry. What is the impact? We're using custom tables to document competitive companies, ...
Guest 5 months ago in Ideas research 0 Future consideration

Outlook addin to file emails as organization notes.

What is the challenge? Can be tedious to move customer feedback from emails to notes then link them to organization What is the impact? Faster consolidation of customer feedback Describe your idea File outlook emails with workspace email addresses...
Guest 6 months ago in Ideas research 0 Future consideration

Allow promoting an Idea to a KR when KR options are released

Who would benefit? Customers who have incoming ideas that are in line with existing KRs and their related objectives. Customers who use the Idea portal as an incoming request portal for prioritization review. (Trimble does this) What impact would ...
Daniel Brosh 7 months ago in Ideas research 0 Likely to implement

Rename empathy sessions

Who would benefit? Align terminology with what we use it for Early adopter/BETA What impact would it make? Make it easier for the team to adopt it How should it work? Custom terminology like other aha! features.
Guest 7 months ago in Empathy sessions 0 Future consideration

Initiate polls or empathy sessions from AI Exploration themes

Who would benefit? Product managers exploring deeper insights about ideas that are related as identified by AI Exploration. What impact would it make? Expedite feedback in a very targeted manner to inform Product Managers of potential value of bui...
Bonnie Trei 8 months ago in Ideas research 0 Future consideration

AI Idea Insights - Exploration at Organization level

Who would benefit? Product Managers and Customer Success Managers wanting more insight into a customers' asks, or when preparing for a customer call. What impact would it make? It would allow PMs to have a quick overview of what is 'top of mind' f...
Ann Wuyts 8 months ago in Ideas research 0 Future consideration

Editable Workspace in Empathy Sessions

Who would benefit? Product managers, facilitators of sessions, customers and participants of empathy sessions What impact would it make? Allow us to streamline tools when hosting empathy sessions How should it work? Have a space within an active e...
Alyssa Menke 11 months ago in Empathy sessions 0 Future consideration

Explore Ideas by Segment

Who would benefit? Product Managers analyzing ideas What impact would it make? Help to show what ideas segments of clients are interested in How should it work? When using Explore Ideas, allow us to look at ideas only for a specific Segment.
Amanda K 11 months ago in Ideas research 0 Future consideration