My ideas: To-dos
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21
VOTE
2
VOTE
2
VOTE
Set recurring todos from automations
Who would benefit? When setting a todo using an automation, there is often the need for the todo to repeat over the life of the record. What impact would it make? Currently I would need to manually set a todo to recurring and cannot use an automat...
0
Future consideration
4
VOTE
Allow filtering to-dos by "to-do record"
My team uses to-dos to track non-development/engineering tasks that need to completed. We'd love to filter to-dos in a list report by the associated record, so we can look at the to-dos specifically on initiatives, releases, epics, etc. to match t...
0
Future consideration
5
VOTE
3
VOTE
Edit Automation "To-Do" Order
As a user, I want to edit the "to-do" order without having to delete and recreate it every single time- it is cumbersome and does not scale. Use case: Order is very important for our team as we are using the "To-Do" steps as a way to track the ste...
0
Future consideration
2
VOTE
Add Workspace/Feature Name to Approval Emails
Who would benefit? Anyone who is in an approver group What impact would it make? Reduce email clutter; easier identification of action items How should it work? Include information about what feature the approval is for in the subject of the email...
0
Future consideration
1
VOTE
When accepting a work request, allow fields with same API_key to carry over from requesting record to new record
Who would benefit? Product Owners and Cross Functional Teams What impact would it make? Eliminate having to copy information from 'depends on' records into 'dependency of' records How should it work? It would work like it does when promoting ideas...
0
Future consideration
2
VOTE
Automated approvals should disappear from To-dos once they have been approved
Who would benefit? Groups of approvers What impact would it make? It would keep the to-dos focused on what has not been completed How should it work? If >1 user is assigned an approval because of an automation rule, and any user completes the r...
0
Future consideration
11
VOTE
