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Add "Today's date" as an option when copying a note

What is the challenge? When I copy a note with a date set I have an option to use "Same date" or "Following week". In my use case, I would prefer the date to be unrelated to the date of the note that I am copying, and would like an option of "Toda...
Madeleine Black 4 days ago in Notes 0 Future consideration

Add "Initiative columns delivery risks" field to reports similar to the one for features

What is the challenge? There is a "Feature columns delivery risks" field available in reporting for features that summarizes all the delivery risks for that feature. Though you can flag initiative records with risks as well, that summary field is ...
Maria Plotkina about 1 month ago in Reports 2 Future consideration

Easier way to ensure specified fields carry over to promoted record

What is the challenge? Today, to ensure custom fields on an idea carry over on promotion, this requires a lot of manual set up - creating duplicate custom fields on promoted record layout and ensuring they have the same API key. This requires a pr...
Max Robbins 29 days ago in Ideas portal 2 Future consideration

Add "Recently shipped" to Now, Next, Later roadmap

What is the challenge? I want to use the Now, Next, Later roadmap to publicize plans to my customers without sharing exact dates. In this roadmap view I want to also share what has shipped within a defined date range. What is the impact? To includ...
Bonnie Trei 17 days ago in Roadmaps 1 Future consideration

301 Redirect feature to maintain a single link for time-sensitive documents like release notes

What is the challenge? Currently we'll have to change the links on the home page and create or manually redirect new links for our product/support teams to share release notes documents. This is especially problematic for teams that release freque...
Jeremy Bruno about 1 month ago in Knowledge base 0 Future consideration

Customize the options available in the "Goals" and "Initiatives" fields on related "downstream" records

Who would benefit? Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting. What impact would it make? Improved data quality by providing a narrow selection of possible goals an...
Dale Potter 8 months ago in Strategy 0 Future consideration

Be able to filter on archived timeframes

Today when a timeframe is archived, it no longer appears as an option when adding a filter on a timeframe. It is possible to report on archived goals and initiatives using a filter to show archived records, but it makes it difficult to report on t...
Max Robbins 27 days ago in Strategy 0 Likely to implement

Allow idea automation to include submitting organization as a condition

What is the challenge? When an idea is submitted or changes status I want the account team members associated with the customer that submitted the idea to be notified (or added as watchers). This is not possible today, and as a result I have to no...
Alex Horan 23 days ago in Ideas portal 0 Future consideration

Insert an Aha! view into a personal note

What is the challenge? Sometimes I want to see a report in a personal note so I can track key work for myself. Today, you cannot add an Aha! view in a personal note. What is the impact? Unable to see key data I want to track Describe your idea Add...
Julie Price 4 days ago in Notes 0 Planning to implement

Pilot/POC

What is the challenge? Need a template that is repeatable to create a Pilot project with success metrics to test a use case prior to moving to development. Need a spot for assumptions and then post Pilot, what did we find out What is the impact? E...
Guest 4 days ago in Knowledge base 0 Future consideration