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Expand Options to add to Record Types

What is the challenge? "I use Aha Whiteboards to design a quarterly roadmap of user stories and record cards, organized by sprint. Frequently, we move user stories between sprints and reprioritize them based on their release version (e.g., priorit...
Guest 20 days ago in Whiteboards 0 Future consideration

Support custom Users field and other record type custom fields on the Now, Next, Later card layout

What is the challenge? Currently custom Users fields and other custom fields for records (i.e. Personas, Competitors, etc) cannot be added to the custom card layout on the Now, Next Later Roadmap What is the impact? Users cannot customize this vie...
Stephanie Lechner about 1 month ago in Roadmaps 0 Future consideration

Prevent users from updating fields through bulk edit when set to "read only"

What is the challenge? A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can st...
Dale Potter about 1 month ago in Account settings 0 Planning to implement

Support "same as" automations for choice lists

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 set the same choice lists across records. What is the impact? We often plan our work by compon...
Nathaniel Collum 3 months ago in Features 0 Future consideration

Optimize shared webpage auto-refresh schedule

What is the challenge? Currently, when we view a shared webpage, it takes a while for the refresh to complete. At this point we have already started reading the webpage and once the refresh completes, we lose our place where we are currently readi...
Prashanta Balraj 8 months ago in Roadmaps 7 Planning to implement

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 6 months ago in Account settings 0 Future consideration

Customize the data columns displayed in My work

The record lists presented in My work almost display everything I need to know to prioritize my day and take action on the most important work. To really use these pages effectively, I need the ability to customize the data presented in the record...
Nathaniel Collum over 1 year ago in My work 1 Future consideration

Restrict statuses/workflow for Ideas based on promotion status

What is the challenge? I'd like to have the option to restrict statuses/workflow transitions based on promotion status or non promotion status of an Idea. Specifically, I'd like to turn off the currently default situation in which an idea can be "...
Guest 11 days ago in Ideas 0 Future consideration

Add command to duplicate a knowledge base.

What is the challenge? Need to create many KB; would like to create one as a standard and then create the others by duplicating that first one. What is the impact? Saves a lot of work/time. Describe your idea Create command to clone one perfect KB...
Mark T 21 days ago in Knowledge base 2 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 5 months ago in Reports 2 Future consideration