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To-dos

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Add option of "Any Approval" or "All Approvals" for Approval To-Do created manually or via automation with Flexible Workflow

SITUATION: We have set up an automation rule to create an Approval To-Do record under a Feature when a certain condition is met (this is extremely helpful to help users know when an Approval To-Do should be used) After the Approval To-Do record is...
Roger Oliver almost 4 years ago in To-dos 3 Future consideration

Reference To-Dos in Custom Worksheet

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 almost 4 years ago in To-dos 0 Future consideration

Sort to-dos by due date when displayed in initiatives, features, user stories etc.

It would be helpful when editing to-dos under a feature or initiative to have them list sorted by earliest due date first
Chad Meyers about 4 years ago in To-dos 2 Future consideration

Automate the creation of a todo task when you add a new user to Aha!

Currently as suggested we are raising a todo task to maintain PII consent for every new user added in AHA ! Currently this is a manual process. If we are able to add a rule in the new automate functionality it would help a lot as number of user jo...
Guest about 4 years ago in To-dos 1 Future consideration

"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 about 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