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Allow user-level custom instructions for AI assistant

Overview Users would benefit from being able to set user-level custom instructions for the AI assistant, similar to the custom instructions feature in ChatGPT. This would allow for more consistent, personalized responses across chats without needi...
Todd Meyer 4 months ago in AI assistant 0 Future consideration

Hierarchy for customer segments

What is the challenge? Customer segments are hierarchical for example a customer is not small and large but mall be small and non profit What is the impact? Segment analysis difficult Describe your idea Allow at least one level of hi...
Ryan Faircloth 4 months ago in Ideas 0 Future consideration

Report for customer segments

What is the challenge? Sharing content among stakeholders What is the impact? Reduce Copy and Paste Describe your idea When adding segments to a report or preso we can't add the description or summaries of customers matching this seg...
Ryan Faircloth 4 months ago in Ideas 0 Future consideration

Allow filtering by organization in Ideas API

What is the challenge? When filtering API requests related to ideas and/or votes, it is not currently possible to filter by a specific organization associated with those votes. What is the impact? It is common to need to review lists of id...
Maria Plotkina 4 months ago in Ideas 0 Future consideration

Date selection in To-do list

What is the challenge? Tasks are typically scheduled with a duration over a date range and are rarely completed in one day. What is the impact? The impact is that tasks are either registered on the start date and require a manual daily upd...
Guest 4 months ago in To-dos 0 Future consideration

Add a whiteboard template into a document template

What is the challenge? We use document templates with embedded whiteboard templates, however, when inserting the document template, the whiteboard template is not automatically included. What is the impact? The sections where the whiteboard templa...
Manuel Froehlich 8 months ago in Whiteboards 0 Future consideration

Allow bulk edit of initial estimate

As a PO my view of the work has a farther horizon than the dev team. To sketch a plan, using the capacity tools, I need a way to put in an initial estimate of the work. This is a tactic I've used for years and call a PO Estimate, and after a certa...
Aaron Kremin over 6 years ago in Features 2 Future consideration

Add field selection in history filtering

What is the challenge? Find history for a specific field which is not currently displayed on the history page What is the impact? Impacts history search to be easier when a lot of fields and history records are present Describe your idea Altough f...
Nicola Rolando over 1 year ago in Search 0 Future consideration

Allow full link strings in search for relation

Would ease the use of the search function if it allows to insert the link (if in clipboard anyhow as this is often the case). Cumbersom to retype the prefix-featureNr-storyNr string...
Kaspar Hitzelberger over 2 years ago in Search 0 Future consideration

Manage collaborators

For presentations, it would be helpful to 'manage collaborators' at the permission/role level, rather than having to select specific users.
Jeff Shaffer over 3 years ago in Presentations 2 Future consideration