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Remove recurring todo creation from my notifications

What is the challenge? I use recurring todos to track daily tasks I need to manage from the My Work page. Currently, every time these todos are created by the automation, I get a notification for it. What is the impact? I don't need a notification...
Max Robbins about 1 month ago in To-dos 2 Future consideration

Limit to own workspace when searching for idea to merge into

What is the challenge? If users have read access to multiple workspaces ideas from all of those workspaces will appear as options to merge into. What is the impact? Potential errors with cross-workspace merges. Larger search lists to work with. De...
Alex Berestenko about 1 month ago in Ideas 0 Future consideration
104 VOTE

Integration with HubSpot CRM

Our Sales and Support teams use HubSpot CRM for all of their daily operations. I would love to have the same two-way sync that is provided for Salesforce within HubSpot. Essentially, the ability to associate contacts to ideas within HubSpot
Guest over 5 years ago in Ideas / Integrations 15 Future consideration

Include whiteboards in dashboards

To provide visual context to data in dashboards, it would be useful to include whiteboards as an available panel
Jeanette Resnikoff over 1 year ago in Whiteboards 0 Future consideration

Changing the filter in pivot requires report refresh to reflect the changes

Hello, I'm using the customized pivot table for Portfolio Management and I need to add and remove multiple filters several times a day. Each time I change something in filter, page asks me to refresh the report to reflect the filter changes. That'...
Mariam B almost 3 years ago in Reports 0 Future consideration

Empty reports look broken, far better to say something like "No results"

What is the challenge? When a report has no results, it is unclear whether something is broken or it truly has no results. What is the impact? A lot of questions from Senior Leadership and team members needing to constantly verify that the report ...
Brittani Carmandi-Weber 21 days ago in Reports 0 Future consideration

Calculated columns should support more than an exact match

What is the challenge? Rather than requiring use of multi-nested "IF" statements, calculated columns should support more than just exact match, e.g. switch(field("Days Overdue") , >7 , "2 - Very late" , >1 , "1 - Late" , "0 - On Time") What ...
Brittani Carmandi-Weber 21 days ago in Reports 0 Future consideration

Ability to apply a graduated color scheme (a la Google Sheets) to a data column

What is the challenge? We are forced to do a apply a calculated column to bucket data, whereas it would be much simpler to be able to apply a gradient color scheme to a data column. For example "Days Overdue" and it gets progressively more Red as ...
Brittani Carmandi-Weber 21 days ago in Reports 0 Future consideration

Ability to apply conditional formatting to multiple columns

What is the challenge? Conditional coloring is limited to a single column. What is the impact? Inability to highlight multiple problem areas in a single report. Describe your idea Allow conditional coloring for multiple columns.
Brittani Carmandi-Weber 21 days ago in Reports 0 Future consideration

Ability to apply conditional formatting to a single cell, rather than the entire Row.

What is the challenge? Conditional formatting must be applied to the entire Row, not just a single cell. This can result in reports being overwhelming and not drawing attention to the important details that we want them to focus on. What is the im...
Brittani Carmandi-Weber 21 days ago in Reports 0 Future consideration