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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...
Guest about 2 months ago in Knowledge base 1 Future consideration

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 ...
Stephanie Lechner 2 months ago in Ideas research 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
152 VOTE

Dashboard Dynamic Filters

Ability to filter reports dynamically in the dashboard. For example, apply an initiative filter to all reports in the dashbaord so I don't have to create multiple dashboards showing the same information for different initiatives.
Erin Jones about 4 years ago in Reports 26 Planning to implement

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...
Max Robbins 2 months ago in Releases 1 Future consideration

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...
Jay Margolis 11 days ago in Ideas portal 0 Future consideration

I cannot import CSV files for to-do bulk uploads

What is the challenge? I cannot import CSV files for bulk uploads of To-do's What is the impact? This makes task creation longer and time consuming Describe your idea Please fix this
Geoffrey Melle 11 days ago in To-dos 0 Already exists

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...
Tanya Lin 11 days ago in Account settings 0 Future consideration

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...
Terence Osmeña 21 days ago in Account settings 0 Future consideration

Allow setting "To-do description" in reports to a rich text export

What is the challenge? With most description fields, such as Feature description, pulling those fields into a list report gives you the option to choose whether the column will be formatted for a Rich text export or a Plain text export. The descri...
Maria Plotkina 21 days ago in Reports 0 Future consideration