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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

Allow filtering history search results by field type

What is the challenge? It is often desirable to see all of the changes for a particular field on a record. When viewing history for a record with lots of changes, changes to just one field might be buried dozens of pages deep in the history. How w...
Chris Waters 2 months ago in Application 0 Planning to implement

Add report to an existing whiteboard as an image

What is the challenge? What is the impact? Describe your idea When a user adds a report to a whiteboard as an image, currently it is always added to a new personal whiteboard. We should give them the same option that exists when adding a report to...
Peter Whisenant 26 days ago in Whiteboards 1 Likely to implement

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

World / Country Map Template

What is the challenge? Highlight Market Areas What is the impact? Better Visibility for Growth potential Describe your idea have a template per country to highlight market areas etc.
Guest 14 days ago in Presentations 0 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 drill in options to Now, Next, Later Roadmap

Who would benefit? Product managers, stakeholders viewing Now, Next, Later roadmaps What impact would it make? Product managers would get fewer questions from stakeholders with the ability to add more information to the Now, Next, Later roadmap Ho...
Guest 3 months ago in Roadmaps 4 Planning to implement

Include dashboards, presentations and all reports in search results

What is the challenge? When I search for a dashboard by name it should appear in the search results. What is the impact? Make it easier to find my stuff in Aha! Describe your idea
Chris Waters 8 days ago in Reports / Search 0 Likely to implement

Change text color for Tags

What is the challenge? Using a light color tag makes the white text illegible. What is the impact? One can only assign dark colors to tags. E.g., one cannot create a white tag, a yellow tag, or a very light pastel tag. Describe your idea Allow the...
John Curtis 8 days ago in Account settings 1 Future consideration

Auto refresh features board after updates

What is the challenge? anti pattern to a quick workflow What is the impact? things take a lot longer and you second guess yourself Describe your idea automatically refresh boards after I update an item
Guest 8 days ago in Features 0 Future consideration