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When auto-shift dependent records is enabled, undo button should undo dependency date changes too

What is the challenge? If I am making changes to activity dates on the Gantt view, and I make a mistake, I have to manually put back all the dependent records that shifted. What is the impact? Updating dates on any activity becomes high ri...
Kim Bremer 2 days ago in Dependencies 0

default permissions to apply to new users over SSO

What is the challenge? New users that are provisioned through SSO are not granted access even though default permissions are set to reviewer or Viewer What is the impact? manual management of users to grant access, no bulk permission optio...
kellen ori 3 days ago in Account settings 0

Removing a particular tabbed view from the report.

What is the challenge? Unable to remove a specific view from a tabbed report. What is the impact? Tabs that are not required are visible on the report. Describe your idea I’ve been using the report tabbed view feature and really enjo...
Paroon J 7 days ago in Reports 0

When creating an AI prompt, I want to reference other existing AI prompts

What is the challenge? When using the AI assistant, I frequently need to select multiple AI prompts. As an example, when creating release notes, I may need to select: A "Release note" agent, which contains the detailed steps to follow when cre...
Dale Potter 15 days ago in AI assistant 0 Future consideration

Maintain currency format when summing worksheet fields in pivot tables

What is the challenge? If a pivot table is bringing in currency formatted fields, and "sum values" is selected for the table, then the currency formatting "$" is not included What is the impact? The context of this being a currency focused...
Leigh Villalovos 4 days ago in Reports 0 Likely to implement

Celebration confetti when object is moved to Rejected.

What is the challenge? Most teams say yes to too much. We would like to encourage team to not take on extra work. What is the impact? Overloaded team workload. Describe your idea We would like to have celebration graphics when an ite...
Jonathan Danielewicz 4 days ago in Application 0 Future consideration

Wrap all custom table text cells in PDF mode

What is the challenge? When exporting a record to PDF, if there is a custom table on that record, it is included but cuts off abruptly depending on the PDF setting. Certain fields in a custom table do wrap, such as text fields, but others, such ...
Maria Plotkina 23 days ago in Reports 0 Future consideration

Email Notifications when a Vote or Proxy Vote is Added

What is the challenge? As the assignee of an idea, I currently don’t get notified when someone adds a Vote or Proxy Vote. This makes it hard to track interest or engagement in real time. What is the impact? Getting these notifications woul...
Julie Joyce 14 days ago in Ideas 0 Future consideration

Support "same as" automations for text fields

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same text fields across records. What is the impact? We often plan our work b...
Terence Osmeña about 1 month ago in Features 0 Future consideration

Allow customization for worksheet fields

What is the challenge? I cannot customize a worksheet field in order to display a color based on calculation results What is the impact? My reports display text vs color for my RAG status results Describe your idea I want to customiz...
Guest 3 days ago in Account settings 0