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5
VOTE
Upload pdf directly into a documents workspace
What is the challenge? I cannot directly upload a pdf in a documents workspace folder, only as an attachment of a note. What is the impact? I now have to search for my pdf, because they are hidden in notes. Describe your idea Directly upload pdf i...
1
Future consideration
7
VOTE
Support creating document or whiteboard templates in automation rules
What is the challenge? There is no ability to automate creating a note or whiteboard template in the Research tab when ideas or other records are created. What is the impact? If you use the same template for each idea or other record, it requires ...
0
Future consideration
59
VOTE
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...
1
Future consideration
152
VOTE
11
VOTE
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...
2
Future consideration
7
VOTE
Add features to release templates
What is the challenge? Often, teams will create release templates when they have repeatable projects that follow similar steps. But release templates just include phases and todos. Many teams have more complex template needs for their project work...
1
Future consideration
1
VOTE
Allow Aha! user to view portal user org name in portal
What is the challenge? When viewing ideas and comments in the portal I can't see which org they are from. I can see this in Aha!, but it's easier (and somehow more fun / more satisfying) to view ideas and comments in the portal except for this one...
0
Future consideration
1
VOTE
1
VOTE
Improve user experience of Idea Category type custom field
We promote Ideas to Epics and automatically populate the Idea Categories field into an Epic field, which calls from the idea categories of our product line. When we try to modify or add categories using the Epic field, we are encountering some iss...
0
Future consideration
2
VOTE
Support worksheet custom fields in automated scorecard metrics when an idea is promoted
What is the challenge? I have a worksheet that is used on multiple record types. I want to use that worksheet in an automated metric in a scorecard that is shared across those record types. This is not possible today. When you select multiple reco...
0
Future consideration
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