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To-dos

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"Approval not completed by" field on Approval records

There is a field on an approval record that allows you to see which users have completed the approval request. However it would also be useful to have a field that shows who has not yet completed the approval request. It could be called "Approval ...
Justin Woods almost 4 years ago in Reports / To-dos 2 Future consideration

Need multiple approvers to have ability for ANY approver to approve (rather than all)

Hello. I'd like to be able to put more than one approver on an approval task and have either approval mark that to-do as complete. Right now it is structured as an AND function rather than an OR. (ie. Assignee 1 AND Assignee 2 must approve. I want...
Cindy Datlof about 4 years ago in To-dos 3 Future consideration

Assign a To-do to an approval group

It would be useful to be able to allocate to-dos to approval groups, where the task is assigned to multiple assignees, but only one approval is required. At present, a to-do can only be marked as complete when all assignees have completed it. An e...
Dale Potter about 4 years ago in To-dos 0 Future consideration

Convert to-do to approval

Sometimes I accidentally create a to-do when I mean to create an approval. I'd love the ability to change it. It looks like my only option today is to delete it.
Guest about 4 years ago in To-dos 2 Future consideration

Combine a to-do completion with a comment

Current functionality: To complete a to-do with a comment, the steps are multiple and require more clicks than necessary: Add a comment in the comment thread for the to-do Save the comment Complete the to-do This also kicks off 2 separate emails f...
Melissa Hopkins about 4 years ago in To-dos 0 Future consideration

To Do functionality

It would be great if you could make To Dos more functional. attach an existing to do to a new idea create an idea from a To Do change a To Do into an idea
Sherri Anderson about 4 years ago in To-dos 0 Future consideration

Make it possible to change to-do's workspace, activity, master activity etc

Right now once a to-do is created, if it has to be moved under a different activity, master activity etc, it has to be deleted and created again under the correct record. I would suggest making it possible to change the to-do's affiliation without...
Guest about 4 years ago in To-dos 1 Future consideration

Filter out completed to-do's on the Strategy > Goals page

Currently, to see active to-do's, you need to create a list report that willallow you to filter out your to-do's by status. This isn't most efficient and it would be great to have a filter on the Strategy>Goals page to do this.
Guest about 4 years ago in To-dos 0 Future consideration

"Lock" to-do's so that only the assignee can check it off

Anyone who can update records in a given workspace is able to check off to-do's even though it wasn't assigned to them. It would be great to have an option to lock to-do's so that only the assignee can check it off. Particularly useful for whe...
Chrissi McNamara about 4 years ago in To-dos 0 Future consideration

Ability to see to-do's via the workflow view, under the feature (and thus the status of the feature)

provides another simple, pre-built view to see to-do's that are rolled up to features which are separated by their status, and filtered by individuals/channels The way we are structuring our use of Aha! is to have individual contributors f...
Guest about 4 years ago in To-dos 1 Future consideration