I would like to reference to-dos in Custom Worksheet formulas so that I can count the total number of to-dos related to a record. Ideally, I'd like to count the to-dos related to a record based on status (e.g., count of overdue to-dos for this Ini...
Phil Warden
about 5 years ago
in To-dos
0
Future consideration
What is the challenge? Excel, to my knowledge and based on research, does not store cell formatting, so when I ensure a date is in YYYY-MM-DD format and save the .csv file, it will revert back to original formatting. What is the impact? Incorrect ...
Standardize how approval groups are applied via workflow updates vs ad hoc approvals
When an approval group is set for an approval via a workflow status update, the individuals in that group are assigned to the approval. When an approval is created on a record ad-hoc, the full group is assigned to the record instead, which is the ...
Maria Plotkina
5 months ago
in To-dos
0
Future consideration
Select the specific days of the week for recurring to-dos
What is the challenge? If I have a recurring task weekly, but only on certain days of the week, there is no option to mark a to-do just for specific days of the week. What is the impact? Describe your idea When a user selects weekly allow them to ...
Justin B
5 months ago
in To-dos
0
Future consideration
I'd love to be able to highlight a line of text in a field formatted as a note (description/comment etc) and create a to-do (or even a story/requirement/approval/work request with the highlighted text as the title of the task. It would also be gre...
Nerissa Muijs
about 3 years ago
in To-dos
0
Future consideration
Hide workflow approval groups on to-do when no workspace users assigned
What is the challenge? All account approval groups populate for the approval group field on approval to-dos, even when no users from a given workspace are assigned to a group. This creates a challenge for someone to select the correct approval gro...
Jeanette Resnikoff
about 1 year ago
in To-dos
1
Future consideration
I find that I often forget to check the to-do off on the date that the task was actually completed, but then it logs it as if I had completed the task 3 days late (for example). I'm currently getting around this somewhat by commenting on the to-do...
Guest
almost 6 years ago
in To-dos
4
Future consideration
Remove recurring todo creation from my notifications
What is the challenge? I use recurring todos to track daily tasks I need to manage from the My Work page. Currently, every time these todos are created by the automation, I get a notification for it. What is the impact? I don't need a notification...
Max Robbins
10 months ago
in To-dos
2
Future consideration