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150 VOTE

Advanced functionality training

GOAL: Provide training on more advanced functionality | CLASS MATERIAL IDEAS: Capacity planning, Budgeting, Advanced administration Automations Worksheets Custom tables Integrations (Dev tools, Confluence etc.)
Julie Price over 2 years ago in Training 1 Future consideration

Customize the data columns displayed in My work

The record lists presented in My work almost display everything I need to know to prioritize my day and take action on the most important work. To really use these pages effectively, I need the ability to customize the data presented in the record...
Nathaniel Collum 12 months ago in My work 1 Future consideration

Create dependency relationship directly on whiteboard

What is the challenge? Currently to add a new dependency between records on a whiteboard, I need to open the record, go to the related tab, and create the dependency. This is several clicks and not always easy to find the correct record to link to...
Max Robbins about 2 months ago in Whiteboards 1 Future consideration

Add the ability to map Idea status to Promoted Record status

Who would benefit? Administrators and Product Managers What impact would it make? Reduce the number of automations for Administrators to maintain and manual steps for Product Managers How should it work? Add a configuration option to map Idea stat...
Neal Maeyama 4 months ago in Ideas 2 Future consideration

Ideas overview page - summary

Who would benefit? Clients. What impact would it make? They could review all ideas they have submitted in a quick glance. How should it work? We would like to have a summary on the total number of the ideas raised within a workspace, and / or the ...
Krisztina Hodjan 3 months ago in Ideas 0 Future consideration

Enable filtering records on related tab by the workflow status rather than status category

What is the challenge? Filtering on related items is based on the Aha category of status, not the custom workflow status of the workspaces, limiting our ability to filter what we want to view in related items What is the impact? This limits our ab...
Steven Schafer about 1 month ago in Reports 0 Future consideration

Don't show the option to download videos in a shared KB

What is the challenge? Some customers with a private knowledge base do not want their users downloading videos. What is the impact? Allowing users to download content increases the likelihood that is shared with users who shouldn't have access to ...
Emily Yankush about 1 month ago in Knowledge base 0 Future consideration

Intelligently reduce fields shown when adding fields to a report

What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins 2 months ago in Reports 1 Future consideration

Ideas Reporting - One report for multiple types of promoted records

Who would benefit? Ideas Manager & Customers What impact would it make? Ability to see when an idea will be delivered to a customer How should it work? An Ideas report should be able to pull the status and the release of the associated record ...
Clare Chawke 7 months ago in Ideas 0 Future consideration

Display capacity line on Releases when looking at Epics board view

What is the challenge? When viewing the Epics on a board view, a capacity line does not appear even when "Epics" or "Features and epics" are used for the calculation. What is the impact? When estimation is done at the epic level, and epics are use...
Maria Plotkina about 1 month ago in Epic 0 Future consideration