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AI Assistant: Read Records within a named frame on a whiteboard

What is the challenge? I wrote an AI Agent where I wanted the agent to review existing Aha! shapes (records) in a specific frame. It was unable to do that What is the impact? I have to manually key in the record numbers for the agent to re...
Lorena Connolly about 1 month ago in AI assistant / Whiteboards 0 Future consideration

Idea Exploration: Save themes in bulk

What is the challenge? Idea exploration (Themes menu) is very helpful for using AI to identify themes across ideas. I can save the identified trends as "Theme" records, but can only do so one record at a time. What is the impact? Slows dow...
Dale Potter about 1 month ago in Ideas 0 Future consideration

Allow Discovery standalone users with Owner permissions to manage Tag values

What is the challenge? Discovery users can now create tags in interview, but they currently cannot manage them. That still requires a Roadmaps user with Customization admin permissions What is the impact? While Discovery users can add new ...
Stephanie Lechner 3 months ago in Interviews 0 Future consideration

Individual Work View

What is the challenge? It's difficult for individuals on my team to know what to focus on among all the items assigned to them. What is the impact? Requirements and ideas are not attended to causing poor communication with stakeholders and lack of...
Charlton Bilow 10 months ago in Application / My work 4 Future consideration

Automatically update strategy record time frame based on date range

What is the challenge? Time frames require manual entry and aren't impacted by the date ranges selected What is the impact? Save time and ensure accuracy of time frame fields for strategic records (goals and initiatives) Describe your idea Automat...
Terence Osmeña 7 months ago in Strategy 2 Future consideration

Capacity for teams: Update time-based estimate as record timeframe changes

Setting people estimates and then visualizing a report by people per month is a key capability in estimating team capacity and the ability to execute on a roadmap. When capacity for a team is exceeded, there are usually two recourses: Assign the i...
Gianmarco Spiga over 4 years ago in Application 3 Future consideration

Add an action to open a new one to many entry in the side drawer for easier data entry

What is the challenge? Today when new rows are added to a one to many table entry is horizontal and does not look visually appealing. What is the impact? Scrolling for data entry. Describe your idea Add another button to open the sid...
Kristina Gass 4 months ago in Account settings 0 Future consideration

Allow automations to run on any custom field

Not just the fields present in your epic/release/feature/idea template. I have flows for each of these record types that add new fields for input later on and would like to run automations on them, but can't unless I add them to the template used ...
Danielle A almost 4 years ago in Workflow boards 1 Future consideration

Risk identification and tracking

I appreciate the recent release of the Project workspace. However, a big part of Project Management is Risk Tracking and Mitigation. I would like to be able to identify risks at a Project or Product line level and tag those risks on Release and Fe...
Kalyndra Craven over 5 years ago in Application 6 Future consideration

View Only Permission between Roadmaps and Develop

What is the challenge? Currently, it’s not possible to allow users to assign work to a team while preventing them from updating the team’s status. What is the impact? This inadvertently allows someone from another workspace to modify the s...
Erik Baerresen about 1 month ago in Account settings 0 Future consideration