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Sort Initiatives by Custom Field in Strategy - > Initiative

What is the challenge? In Strategy -> Initiative page, we are not able to sort the initiatives by custom fields. Due to the limitation, after we save initiative rank to a custom field using "Prioritization View", we are not able to reflect the ...
Hank Liu 6 days ago in Strategy 0 Future consideration

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 6 days ago in Notes 0 Future consideration

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 25 days ago in Ideas portal 0 Future consideration

Create a release when accepting a work request

What is the challenge? Today, work requests cannot be accepted as a release record. In my use case, I am coordinating cross-product initiatives at my company line. I want to request work from my GTM team who works in a separate GTM workspace for t...
Max Robbins 18 days ago in Releases 0 Future consideration

Ability to collapse/expand row groups in roadmap report

What is the challenge? Long reports can be difficult to read or navigate through when all rows are shown What is the impact? Our roadmap report is shared to leaders across business unit. It is difficult for leaders to find a specific product line ...
Megan Fang 19 days ago in Roadmaps 0 Future consideration

Delivery Risks - Ability to Inherent to Child Workspace

What is the challenge? If one product line (parent workspace) wants to implement Delivery Risks, we would need to individually go through the settings on each child workspace to configure. What is the impact? It is very time consuming for large pr...
Manny Pannu about 2 months ago in Account settings 2 Future consideration

Option to sync layout between idea portal and idea record

What is the challenge? Often when I am creating an ideas portal, I want the ideas form I set up in the portal to have the same fields show up automatically in the idea record. However, I currently need to also customize the idea record's layout in...
Max Robbins about 2 months ago in Ideas portal 1 Future consideration

Sort the list of release templates to appear in alphabetical order or set manually

What is the challenge? Large lists of release templates can be difficult to manage and sort. Not having a set list and being able to sort the order alphabetically or manually increases the time it takes to find a release template. This is also the...
Terence Osmeña 2 months ago in Account settings 0 Future consideration

Ability to configure scope of selection for custom "users field"

What is the challenge? Based on our use case, we need the ability to configure the scope of selection for the custom "users field" What is the impact? Not able to configure the scope of selection. Describe your idea Need ability to configure the s...
Hank Liu 3 months ago in Account settings 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 6 days ago in Notes 0 Planning to implement