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Individual Reviewer Permissions for Knowledge Sites

What is the challenge? Cannot set different individual permission levels for users within the same permission group on Knowledge documents. When workspace document access is set to "Edit" for one group of Reviewers, all Reviewers inherit edit pe...
Krysta Boyer 7 months ago in Knowledge bases 0 Future consideration

Add requirements to Gantt

It's critical for our teams to see Features AND Requirements on the Release (Overview/Details View). You should be able to continue expanding down the hierarchy from Epic > Release > Feature > Requirement all within the Gantt.
Guest about 7 years ago in Releases 8 Future consideration

Merge custom roles

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...
Dale Potter 5 months ago in Account settings 0 Future consideration

Expand and collapse sections of whiteboards

What is the challenge? When working on a large whiteboard it can be difficult to navigate and digest all of the information. What is the impact? It can be hard to review an entire digital whiteboard on a single screen and spot areas to foc...
Chris Quigley 7 months ago in Whiteboards 0 Future consideration

Support creating document or whiteboard templates in automation rules

What is the challenge? There is no ability to automate creating a note or whiteboard template in the Research tab when ideas or other records are created. What is the impact? If you use the same template for each idea or other record, it requires ...
Stephanie Lechner about 1 year ago in Automations 1 Future consideration

Utilize AI to identify possible Organization and Contact duplicates

What is the challenge? When thousands of orgs and contacts, it can be difficult to do cleanup and keep records merged. What is the impact? We end up with inaccurate reporting when there are duplicate contacts and orgs associated with votes...
Karie Kelly about 1 month ago in Ideas 0 Future consideration

Add ability to report on source of record creation

What is the challenge? There are a few ways records can be created today: Via the UI Copied Converted Via an integration It is not easy to quickly understand the source of record creation. What is the impact? Teams are trying to understand where r...
Kristina Gass 8 months ago in Reports 0 Future consideration

Polls: Ability to add multiple questions

Right now it appears we can only ask 1 single polling question. I was hoping to add a series of questions to a poll about a single feature that we launched.
David R almost 3 years ago in Polls 1 Future consideration

Apply a default custom filter on an ideas portal home page

What is the challenge? I want portal users to only see a subset of ideas contained within a workspace. They also might be ideas submitted through another portal. What is the impact? I cannot focus portal users on the ideas I want their feedback on...
Terence Osmeña 8 months ago in Ideas portal 1 Future consideration

report that will show me users in workspace divided by roles and their activity

What is the challenge? unable to get a report of workspace users and their activity and license What is the impact? Unable to easily check how many licenses we have per workspace and users activity Describe your idea as above - AHA currently allow...
Guest 10 months ago in Reports 0 Future consideration