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[Document templates for epics, initiatiaves, features, ...]: Need a better workflow to assign document templates

What is the challenge? Epic templates (i.e. for the description) are currently managed under 'workflows'. Currently, there is no way to create a template for this, and use it in multiple workflows. Our current workaround is to create a document te...
Tobias H 6 days ago in Epic 0 Future consideration

Cell Formatting in Reporting

What is the challenge? Formatting in Reporting What is the impact? Reports are not as easy to read and not shareable with Executive Team. Describe your idea Allow formatting of cell values across all reporting (we are specifically challenged with ...
Tim Sweeney 11 days ago in Reports 0 Future consideration

AI Search feature updates

What is the challenge? Really excited to start using the new AI-powered search feature. However, it's handling of dates is limiting the power of the feature. What is the impact? Currently returning misleading results since not all the data is corr...
Aaron Weinberg 12 days ago in Search 0 Likely to implement

Make it easier to identify the correct Goals and Initiatives when setting in 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 about 1 year ago in Strategy 3 Future consideration

Allow for automations that "match" multi-select fields

What is the challenge? We need to be able to automatically populate multi-select fields in lower-level item types based on the entries in top-level Ideas. Today we have to create individual automation rules to add and remove each individual list s...
Guest 12 days ago in Features 0 Future consideration

Continuous automation triggers

What is the challenge? We have automations that push fields downstream to other item types. Since they can only be triggered when the top-level item is created or the field is edited, the automations are not pushing data to the lower levels becaus...
Guest 12 days ago in Features 0 Future consideration

Block adding children to closed or cancelled objects.

What is the challenge? Users are able to associate new features/epics to closed or cancelled initiatives What is the impact? Reporting on end dates for the parent is not reliable Describe your idea Force users to reopen parent OR select an alterna...
Melissa Miller about 2 months ago in Strategy 0 Future consideration

Shareable Webpage Enhancements

What is the challenge? Cannot access description details added to a report when viewing via Sharable Webpage. Cannot export data from a Shareable Webpage. What is the impact? I utilize a Shareable Webpage because my reports span across multiple wo...
Guest 18 days ago in Reports 0 Future consideration

Comments to flow from Ideas to Features/Epics

What is the challenge? There is no way to automatically push/copy the comments made on the idea records into the promoted features/epics. Comments just do not flow through from an idea to a feature/epic. Users have to manually incorporate the comm...
Guest 4 months ago in Comments / Notifications 2 Future consideration

Use custom layouts when creating new features from Aha whiteboard shapes

What is the challenge? We use a custom layout for new features. What is the impact? We don't get all of the usual information fields that we need Describe your idea When creating features, etc from whiteboards, follow the default custom layout.
Becky G about 1 month ago in Whiteboards 0 Future consideration