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"Roll down" record view in reports - example, roll-down initiative

In a pivot report, I want to set the primary record as a higher level initiative in order to calaculate progress % complete at a strategic level (product line), yet pull in some artifacts like initiatives (product) and initiative % complete (produ...
CJ Jacobs about 4 years ago in Reports 1 Future consideration

Hide initiatives of specific status' from Features

When creating initiatives there are times when they have not been approved or started. When a user is looking at a feature, I don't want them to be able to select initiatives that are not fully baked. If the status category of an initiative is eit...
Tom Beck over 6 years ago in Strategy 0 Future consideration

Salesforce Integration - Link Only

We want our Salesforce users to be able to link opportunities to Aha Ideas, but we do not want users to be able to create new ideas through Salesforce.
Hannah Jackson about 5 years ago in Ideas portal 0 Future consideration

Allow workflow approval groups to be used in a "to-do" approval

Allowing workflow approval groups to be used in a "to-do" approval will help streamline who is approving all epics without having to manually assign them every time. It will also allow us to continue using a flexible workflow.
Parmeet G over 2 years ago in To-dos 1 Future consideration

Wrap colored text in Pivot tables

Who would benefit? Everyone using pivot reports What impact would it make? Make report readable and fit them to one page How should it work? Resizing a column should automatically format the colored text as well in the column to fit into the new c...
Guest 10 months ago in Reports 0 Future consideration

Convert Mockup to an editable whiteboard

I have a Feature with Mockups that I would like to make available in a Whiteboard. But I want to make them editable from the white board.
Joanne I over 1 year ago in Whiteboards 0 Future consideration

Add Description fields for Initiatives as a filter option in reports

Add Description fields as a filter option in reports. MVP options "is blank" "Is not blank" so we can find object records where the description is not filled in.
Eric Cannady over 2 years ago in Reports 3 Future consideration

Add template content to any text field

Provide ability for me to provide default text in any text field, whether out of the box or custom, so as to drive standards and guidance on format. Right now it is hint text and immediately disappears once you type. We want to give this guidance ...
Karie Kelly over 3 years ago in Account settings 0 Future consideration

Configure Colors by Record Type

I have been trying to figure out how to change the colours used for each record type. For instance, under the starter roadmap, the items are coloured as shown below Initiative - Pink Feature - Purple Epic - Blue Can you guys please include a featu...
Guest about 4 years ago in Account settings 0 Future consideration

Ability to Lock *Account* Layouts / Workflows / Scorecards

Use Case: We have Enterprise Layouts / Workflows / Scorecards that we would like to lock so that only a 'Collaborator' or Full Account Admin could unlock before updating / deleting Examples: We have a Scorecard that is the default that we do not w...
Karla Johnson over 1 year ago in Account settings 0 Future consideration