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Account settings

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Home Page should link to a page not a page type

I want to set my home page button to Workspace A > Releases > Gnatt. Instead it sets my home page to the Release > Gnatt page type for the workspace you are currently in. For me, I have disabled the release view in workspace B but not the...
Guest about 5 years ago in Account settings 0 Shipped

Copy an existing workspace when creating a new workspace

When creating a new portfolio (product) line and multiple products (workspaces) in it, I need to ensure that all these new products are configured identically. The more complex and customized the configurations, the more error prone and tedious it...
Daniel Cohen over 5 years ago in Account settings 4 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 over 5 years ago in Account settings 0 Shipped

Ability to move or copy custom fields between different categories

I would like the ability to move or duplicate custom fields from one category to another (eg. from Features to Initiatives). For moving, of course you would need to disassociate it from all layouts. I have a customer that requested many custom fie...
Cindy Datlof over 5 years ago in Account settings 0 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 over 5 years ago in Account settings 0 Shipped

Ability to clone a workspace needed

We would like to be able to create a template workspace (with premade goals, initiatives, etc.) and be able to clone it for our Product Owners to use. This will allow them to hit the ground running and create a consistent look and feel for their w...
Cindy Datlof over 5 years ago in Account settings 6 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 t...
Mike Jacobson almost 6 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 almost 6 years ago in Account settings 4 Shipped

Custom Role Visible on "User" Screen

We have implemented the custom role types in our instance. Unfortunately, we are not quickly able to identify who has the new role we implemented. Ex: we created a new role called "Contributor Plus" and we can view that "Role" from the Info--> ...
Marina Reyna about 6 years ago in Account settings 0 Shipped

IP access control settings to be enforced on shared webpages

On accounts with IP access control settings enabled, please extend this functionality to shared webpages.
Madeleine Black about 6 years ago in Account settings 1 Shipped