Skip to Main Content

Account settings

Showing 93

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

Ability to Clone Custom Field Layouts

We have some Products that have slight variations of already existing layouts and it would be extremely efficient to not have to recreate the entire layout for each section. If able to clone, we could just clone existing layout which is close and ...
Jason Colon over 7 years ago in Account settings 2 Shipped

Capacity Planning for Teams: Allow Team Layout to be assigned at the workspace level

Currently the Capacity Planning Team Layout is at the account level and cannot be moved
Mike Jacobson about 3 years ago in Account settings 0 Shipped

Templates for Navigation Menus and Terminology Menus

Please can you allow templates to be used for "Inherited From" option under configuration settings. We would like these to be consistent throughout initially and then customize from there. Currently I can only inherit from the top level. Example: ...
Guest over 7 years ago in Account settings 2 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 over 4 years ago in Account settings 0 Shipped

Support for custom tables in advanced custom layouts

The advanced custom layouts are a great way for progressively showing additional custom fields as a record progresses through the layout. However it currently does not support custom tables, specifically one-to-many custom field relationships. Thi...
Mark Eaves almost 3 years ago in Account settings 0 Shipped

Bi-lateral Sync with Github

Our software devs tend to use Github to track their work while also using it for their own feature updates. It would be nice to pull in issues which they create in Github into Aha! Likewise, upon initial setup of the Aha! account, all existing iss...
Guest almost 7 years ago in Account settings 1 Shipped

When Editing configure options for field lists bring me back to same page and place

Currently for Predefined Choice list fields, when clicking on Manage Choices and have a long list of options that go to more than one page, after editing an item on the second page and saving, it brings you back to the top of first page but I need...
Mousa Mitwasi about 3 years ago in Account settings 3 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 over 4 years ago in Account settings / To-dos 0 Shipped

In workflows, it should not be possible to skip a certain status.

In most workflows, the status "approved" is available. But it can be skipped. It should be possible to set in a workflow that e.g. a feature most have had the status approved, before it can get any status following it in the workflow. E.g. the wo...
Guest almost 9 years ago in Account settings 4 Shipped