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Account settings

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Conditionally Required Fields based on workflow status

Make fields required based on workflow status. I would like the ability to make fields required once they reach a certain workflow status or statuses. This would foster the notion that at creation and exploratory, we may not know all the details a...
Michael F about 3 years ago in Account settings 3 Shipped

Allow creation of custom tabs in the new layout

It would be great if it would be possible to add our own tabs in the new layout, especially for Features. With some custom fields, the Overview tab gets filled up quite quickly and it's hard to spot the field you need, you scroll up and down and s...
Stephanie Redl over 3 years ago in Account settings 6 Shipped

Make workflows/statuses agnostic of workspace type

The different workspace types are great to have pre-built customizations for different functions. It's also helpful that workflows/statuses can be applied per workspace. A challenge with the current approach is that certain workflows/statuses cann...
Craig P about 4 years ago in Account settings 0 Shipped

Enable automations to work with custom tables

We are tracking weekly status and comments in a custom table so that we can see patterns (like green-green-green-RED in status to help teams get better at project management). We'd like the status value of the custom table to trigger an update to ...
Guest about 4 years ago in Account settings 2 Shipped

Add Select All in the Edit User form

Currently on the Edit User, in order to give either edit access or view access, we use the option to "view workspaces with set permissions" which shortens the list to only the product line. We have currently 35 product lines and will continue to g...
Roger Octobre about 4 years ago in Account settings 0 Shipped

Dynamic assignee options when creating a to-do using automation

Using automation to create to-dos is a great way to drive consistency with processes. However currently when setting up an automation rule to create a to-do, you must select specific assignees. It would be great to be able to set the assignee of t...
Austin Merritt about 4 years ago in Account settings / To-dos 0 Shipped

Automation: support setting a date field to a value relative to another date field

I wanted to create an automation to update the external release date to match the release date on a release when that changes. Arguably we should just do this automatically already... but I was hoping that Automation would solve the issue After se...
Todd Meyer about 4 years ago in Account settings 5 Shipped

Automation: Make it easier to copy the same rules into many workspaces

Automation is nice, but it quickly is becoming tedious copying and moving generic rules across even the limited number (12) of workspaces I manage. Creating one rule and copying to each workspace takes maybe 10-15 minutes or so? That is just slow ...
Todd Meyer about 4 years ago in Account settings 14 Shipped

In the Account - Users Screen - clicking in the 'whitespace' grants users administrative roles

In the Account - Users Screen - clicking in the 'white space' grants users administrative roles is a bug. Clicking on the check box works fine but clicking anywhere next to the box across the screen will activate the administrative role, we need ...
Mike Jacobson over 4 years ago in Account settings 0 Shipped

Assign me to activities and to-dos automatically

Whenever I create a new activity, or a to-do within that activity, it defaults to "unassigned". We found that for our workspace, it can only set a default assignee across all projects. We would like to be able to set defaults at more granular leve...
Guest over 4 years ago in Account settings 4 Shipped