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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

15 VOTE

Merge Ideas Portal Users

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

12 VOTE

"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 8 months ago in Notes 1 Future consideration

6 VOTE

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

4 VOTE

Save milestones across roadmaps

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

107 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 16 Future consideration

5 VOTE

Reviewers should not be able to create prioritization views

What is the challenge? Reviewers cannot rearrange record ranks in the prioritization view. Only owners/contributors can. If I only have reviewer permissions to all the workspaces I have access to, I can still create a prioritization view but I can...

Chrissi McNamara 3 months ago in Strategy 1 Future consideration

4 VOTE

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

3 VOTE

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 2 months ago in Roadmaps 0 Future consideration

95 VOTE

Show epics and features together on features board

By adding grouped features to the Master Feature view this would allow users to see which features are within their master features, and allow drag and drop of features between master features. The display of features is currently not an option ...

Guest about 5 years ago in Epic 3 Future consideration

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