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184 VOTE

Sync goals between parent and child records

I would like a way to easily 'Roll-up' all the goals from a child record (i.e. feature) to the parent (i.e. release or epic) 'Send down' all the goals from the parent record to the children Currently, automation rules require a separate rule for a...
Kelly Sebes over 4 years ago in Strategy 6 Likely to implement

Create Custom Layouts for Custom Tables

What is the challenge? I can´t create custom layouts for custom tables What is the impact? I can´t group fields depending on the end user priorities, I can´t turn field to read-only if needed, I can´t edit relationship data with other records Desc...
Edgar Holguin 18 days ago in Account settings 0 Future consideration

Install new fonts for Knowledge Base

What is the challenge? We would like to use a Knowledge Base for external user access; however, without the ability to use our branded font, it is a challenge What is the impact? Misalignment with branding materials Describe your idea We would lik...
Jeff Bye about 2 months ago in Knowledge base 0 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
142 VOTE

Require fields by status

I have certain fields that need to be filled in before moving to the next status in my workflow. The data for these fields is not known in the previous statuses, so it can't be set as a required field before the record reaches a certain status. Th...
Bonnie Trei over 3 years ago in Features 10 Future consideration

Allow knowledge bases to be embedded in webpages and products

What is the challenge? Currently you cannot add a knowledge base to a webpage or web-based product. What is the impact? This means users need to navigate to a separate webpage from what they may already be using. Describe your idea Allow ability t...
Chris Quigley about 2 months ago in Knowledge base 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 3 months ago in Whiteboards 1 Future consideration

Update idea rank should remove value for records removed from ranked list

What is the challenge? When you click "update idea rank" in a prioritization view, it doesn't remove the rank value from any records that have been removed from the list. What is the impact? Over time, this causes records (ideas/features) reports ...
Jon Ragsdale 20 days ago in Features / Ideas / Reports 0 Future consideration

Update Now, Then, Later Roadmap to Remove Old Features

What is the challenge? Now, Then, Later Roadmap doesn't auto-hide "old" features, capabilities, etc. that are no longer relevant. It only allows you to enable a "rolling" X days from now or older. While you can subsequently add a "feature due date...
Guest about 1 month ago in Roadmaps 0 Future consideration

Add the ability to filter the Now/Next/Later roadmap when you share it as a webpage.

What is the challenge? Need external users to be able to filter the Now/Next/Later roadmap so that when we share one with mulitple products/workspaces they can filter down to see the features of one of the workspaces or alternatively filter on Goa...
Leanne Miller about 1 month ago in Roadmaps 0 Planning to implement