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User Access Role Selection

Use Case: We get requests to change user roles for multiple users. Currently we need to open each user’s account and change the role, using the Account level > billing > user access module. Ask: We would like the ‘Role’ to be a selection lis...
Guest over 2 years ago in Account settings 0 Future consideration

Allow "Advanced Estimates" for Ideas

Based on this Aha Page, Advanced Estimates can only be added to Initiatives, Epics, and Features/Activities. In our environment, we need to identify team impact early on at the Idea level. These not work requests, but rather an identification of w...
Karla Johnson over 2 years ago in Account settings 0 Future consideration

Allow for creation of Custom Fields that are a relationship to "Teams"

Aha allows for the creation of Custom Fields as "record relationships" with many objects, but doesn't include relationship to Teams. As we start using Demand/Capacity, creating relationships with Teams would be very valuable to allow for flexibili...
Karla Johnson over 2 years ago in Account settings 0 Future consideration

Freeze headings on Custom Tables so keep line of sight while scrolling

When you have multiple lines on a custom table and you scroll down, you lose the heading so it is different to read the data as you have to scroll to the top each time to see the heading. Can we freeze the heading row so it always remains?
Karla Johnson over 2 years ago in Account settings 0 Future consideration

Allow moving of custom table records to other objects

Currently custom tables and their records are permanently associated with an object (i.e., workspace, Epic, Feature, Ideas, etc.) and don't get copied when the parent object is copied and cannot be moved out of an object. It would be best if you c...
Karla Johnson over 2 years ago in Account settings 0 Future consideration

Aha! Workspace Configuration Report - update the default settings

1: Please add a 'workspace name' filter to the View Report (Workspace Configuration Report) as there there are no default filters. 2: Update the default ‘Edit Data’ fields by adding the 1) Workflows for all record types 2) Add only custom layouts ...
Mike Jacobson over 2 years ago in Account settings 1 Future consideration

Make toggling between create/view layouts more obvious within the custom layout editor

The custom layout editor allows you to define the layouts for both the view screen and the create screen for a given record type. The admin needs to toggle between these 2 view types using a drop-down at the top of the screen. This drop-down was n...
Mark Eaves over 2 years ago in Account settings 0 Future consideration

Make "Statuses" in workflows their own object that can be adopted within status workflows

Currently, the way the Status Workflows are setup, each workflow is completely independent from other workflows, even when most of the same statuses are reused across these workflows (teams just want to add one more status). The result of this, is...
Karla Johnson over 2 years ago in Account settings 0 Future consideration

Add Icons as options in both a Custom Field Card and to have Icons for Defined Choices

When creating reporting for leadership, having visual cues in the reports for things like a Product having an image or an icon (Not trying to shoehorn it into a note field), or Goals having an icon to represent it, or options in a field for visual...
Steve Podzamsky over 2 years ago in Account settings 1 Future consideration

Add a filter to Account Settings - Custom Fields by Used in Layout

User, needs to filter by 'Used in Layout' in the Account Settings for Custom Fields, to easily view fields used in specific layouts and more easily edit specific fields per layout, or to see or not see fields that are not in a layout. This would i...
Steve Podzamsky over 2 years ago in Account settings 0 Future consideration