What is the challenge? Once an Initiative or Feature is in process or released, information needs to be created in our Knowledge Base. This currently involves cutting and pasting from the Overview and possibly the requirements. What is the impact?...
Ellen Runyon
19 days ago
in Features
1
Already exists
Allow automation rules to update Goal/Objective/Key result progress based on custom fields
What is the challenge? On other record types, you can update the progress based on data in custom fields on the record, but currently it's not possible for Goals. Additionally, it's not possible to create automation rules for Key Results. What is ...
Stephanie Lechner
3 months ago
in Strategy
2
Future consideration
"Start numbering at" or "Continue numbering" option for ordered lists
What is the challenge? We currently have no way to set the beginning number of an ordered list What is the impact? Limited options for intersplicing media in step lists, broken lists Describe your idea Just need a "Start numbering at" or "Continue...
Jeremy Bruno
7 months ago
in Notes
1
Future consideration
Who would benefit? Portal Administrators and Community What impact would it make? This would allow portal admins to ensure users are only able to vote once per idea rather than multiple times by registering more than one email address and/or corre...
David W
9 months ago
in User management
2
Future consideration
What is the challenge? I was excited to see the option to add milestones to a custom roadmap, but then I was bummed to see that milestones aren't connected to a workspace. If I want to create two different custom roadmaps for the same market or ev...
Patrick Dyle
3 months ago
in Roadmaps
0
Future consideration
Add "Increase Indent" and "Decrease Indent" buttons to the Knowledge Base toolbar
What is the challenge? Too many clicks to increase or decrease text/paragraph indent; currently, we have to select those options from the List dropdown What is the impact? Wasted time Describe your idea Add "Increase Indent" and "Decrease Indent" ...
David Yelenchic
4 months ago
in Knowledge base
3
Future consideration
What is the challenge? I frequently run the same search, with same filters, to see what records have been revised or added. What is the impact? It takes extra time to reproduce the search, especially when I wish to run several variants, and it's e...
Nancy Babb
20 days ago
in Features
0
Future consideration
Sort first column when grouping records on the Now, Next, Later roadmap
What is the challenge? On my Now, Next, Later roadmap, I've grouped records by Initiative. I see that I can sort the records within their initiative, but I don't see a way to change the order in which the Initiatives appear in this view - they app...
Chrissi McNamara
about 2 months ago
in Roadmaps
0
Future consideration
Add ability to filter on capacity plan period start
What is the challenge? Period Start is a Capacity Planning field that can be included in reports, but is not available to use as a filter. What is the impact? The report cannot be filtered down to a certain period using the Period Start date. Desc...
Ashley Tierney
3 months ago
in Reports
0
Future consideration