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Embed a webpage within a Note in a KB

What is the challenge? When creating documentation to share in a Knowledge Base, sometimes you want to include information from another site. Currently you have to either : Copy and paste that content into the KB, so you have to maintain it in two...
Emily Yankush 3 months ago in Knowledge base / Notes 1 Future consideration

Intelligently reduce fields shown when adding fields to a report

What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins 4 months ago in Reports 1 Future consideration

Customize My work for my workflow

I need the ability to configure My work for my use case. The page is often cluttered with elements that we may never use. Here are a few of the challenges we've run into: Customize My work by persona Customize for novice users. Imagine a cleaner i...
Nathaniel Collum about 1 year ago in My work 0 Future consideration

Allow KB users to give feedback on notes

What is the challenge? Those managing a KB want to know if pages are helpful to their end users, but there currently is not way to ask for feedback. How would you solve it? Add a widget at the bottom of each KB page to ask for feedback. This could...
Emily Yankush 4 months ago in Knowledge base / Notes 1 Future consideration

Publish the same note to multiple KBs

What is the challenge? Currently a note can only be published in a single KB. Users need to publish the same note to multiple KBs when: It is a different audience needing the same info They set up different SSO methods per KB. How would you solve ...
Emily Yankush 4 months ago in Knowledge base / Notes 0 Planning to implement

Tag report showing all epics, features, and requirements that contain selected tags

What is the challenge? A tag can be added to any record type. I currently will need to create a list report for each record type. i.e. show me all epics with Tag X. Show me all Features with Tag X What is the impact? More work. Possibility of miss...
Kristi Johnson 14 days ago in Reports 1 Future consideration

Report on capacity team total people based on workspace default assignee

What is the challenge? When using the capacity report with detailed estimates, you will see a team associated with a record based on the capacity team the assignee of the record is associated with. However, this same association back to capacity t...
Paweł Żmuda about 2 months ago in Capacity planning 0 Future consideration

Schedule when a document will be published to a KB

What is the challenge? You need to manually publish Knowledge base updates. What is the impact? If you are planning a release or something similar you may want to publish the updates to go out automatically. Describe your idea Add ability to sched...
Chris Quigley about 2 months ago in Knowledge base 0 Future consideration

Support changing embedded report type

What is the challenge? If you create a custom report and add it as an Aha! view to a note, if you untick 'Create a copy', and then change the report to a different type (such as changing from pivot to list) it stops displaying properly in the note...
Daniel Campbell about 1 month ago in Reports 0 Future consideration

SCIM Integration

Hi! Use case- SCIM integration would allow admins to provision/de-provision users and manage their access via Azure AD, Okta or any other IDP. With SCIM integration, user management would be streamlined and better organized. I am mentioning few li...
Sanchit Jain about 2 years ago in Account settings 3 Future consideration