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Easily report on time frame records

What is the challenge? We are reviewing strategic records from past time frame and have to create and configure reports as we traverse through the objects and years. What is the impact? For administrators who are guiding clean-up being able to on-...

Michael Bruner 23 days ago in Strategy 0 Future consideration

3 VOTE

Support "same as" automations for custom 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 copy simple text fields (not note fields) across records. What is the impact? We need to captu...

Nathaniel Collum 2 months ago in Features 0 Future consideration

6 VOTE

Allow ad hoc approval to-dos to be set to all users in an approval group

What is the challenge? Ad hoc approval to-dos that are not part of a status transition cannot be set to all users in an approval group. It is current set to Any. This defeats the purpose for having an approval group that requires all approvers' co...

Terence Osmeña 5 months ago in To-dos 0 Future consideration

17 VOTE

Improve handling in retrospective report when a completed record is added to a release

Sometimes work is completed outside of a planned release. When I pull that completed work into an active release, the release retrospective report treats it as incomplete work. Ideally, the scope of the release would not change and the newly-added...

Jeff Tucker about 1 year ago in Releases 2 Future consideration

11 VOTE

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 9 months ago in Knowledge base / Notes 1 Future consideration

3 VOTE

link whiteboard object (x,y) position with field values

What is the challenge? When using a cost-benefit whiteboard to prioritize features it would be very helpful if the position i move a feature to was persisted to the feature card. What is the impact? This would make whiteboards part of actual work ...

Keith Murphy 2 months ago in Whiteboards 3 Future consideration

24 VOTE

Sync Roadmaps data to whiteboards

Use case: I want to convey early ideas and plans in a whiteboard and then sync my whiteboard objects as real Roadmaps data to keep them up to date. Idea: Allow the option to sync Roadmaps data to and from a whiteboard.

Julie Price over 1 year ago in Whiteboards 3 Likely to implement

51 VOTE

Promoting Work Request

When promoting the Work Request to an object, copy all existing custom field values that are shared across all Ideas (with same API key) from the originating object to the new object

Karla Johnson over 3 years ago in To-dos 7 Future consideration

2 VOTE

Add comment in history of record when performing a bulk edit

What is the challenge? The bulk edit feature allows a user to update a large amount of data, and sometimes you need to give additional context regarding the change. What is the impact? Without this context, users may be confused why their record w...

Chris Quigley about 2 months ago in Reports 0 Future consideration

107 VOTE

Conditional choice list fields

We need the ability to have one choice list field present a list of values that depend on a selection that was made in another choice list field in the same record. For example, I might have a choice list field in an idea that asks the idea submi...

Alex Horan almost 7 years ago in Application 2 Future consideration

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