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Ability to filter on integration link from a list report

What is the challenge? Trying to keep on top of items ready for development that haven't been sent over on our DevOps integration What is the impact? There is a risk that we will miss development that hasn't been passed over to our Development tea...
Carl Nelson 19 days ago in Reports 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

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 15 days ago in Roadmaps 0 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 23 days ago in Roadmaps 1 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 about 1 month ago in Ideas portal 2 Future consideration

Change epic's date range on a strategic roadmap for each initiative that it's under

Our firm tracks goals as financial objectives, then initiatives are things to achieve those goals, and epics under initiatives. We report in this way. However, in our world - pretty much every initiative will have the same epics. For example a bon...
Guest 4 days ago in Roadmaps 1 Future consideration

Prettier single-number pie charts in new charts

What is the challenge? Single numbers in pie charts look like this: What is the impact? Whereas in classic charts, it's possible to display single-number pie charts like this: Describe your idea We'd love to display high-level metrics like this in...
Nathaniel Collum 4 days ago in Reports 0 Future consideration

Color Banding option for Roadmaps

What is the challenge? Reports are often a ton of white space, and it makes following the data through an entire line (on a list or pivot table) difficult. I can manually create color banding (on at least one field - typically the lead field) by u...
Rosie Wojciulewicz 4 days ago in Reports 0 Future consideration

Unlock all objects in whiteboards with single selection/command

What is the challenge? While it is very easy to lock multiple objects simultaneously, unlocking objects often requires one to select individual objects so that one can unlock them. When boards have hundreds of post-its, text labels, shapes, and so...
Ian Babelon 4 days ago in Whiteboards 0 Likely to implement

Automatically add/remove a related link when adding/removing an Aha Record in a whiteboard.

What is the challenge? The challenge is to automatically manage related links on a whiteboard when an Aha Record is added or removed. This involves ensuring that the whiteboard dynamically updates to reflect the most current and relevant link info...
Noel Scerri 5 days ago in Whiteboards 0 Future consideration