What is the challenge? I regularly miss to-dos due today because they are grouped with things due 'this week'. I just don't see them because I tend to just assume anything in the 'this week' category is in the future. Things due today would be bet...
Todd Meyer
4 months ago
in To-dos
0
Future consideration
Allow To-Dos, Approvals & Work Requests to all be pulled in as one object in reporting module
What is the challenge? Today, when reporting on To-Dos, you need to pull in three different objects to get To-Dos, Approvals & Work Requests in a report view. This will put all three of these items on the same line in list views and pivot view...
Tim Haspert
4 months ago
in To-dos
0
Future consideration
Allow users to select approver when generating approvals
What is the challenge? When an approval is generated, whenever there is a list of approvers, all of those approvers get assigned. It's confusing to people that get many many requests, only some of which need to be reviewed by then. What is the imp...
Stephanie Sullivan
4 months ago
in To-dos
0
Future consideration
Allow user to generate approvals when record is ready
What is the challenge? In the fixed workflows for approvals, the approval is generated when the item enters that status. This is unnecesarily confusing and doesn't allow the user to indicate when a record is ready for that approval, unless you cre...
Stephanie Sullivan
4 months ago
in To-dos
0
Future consideration
Ability to set up automation to accept work requests
What is the challenge? There are cases for some of our teams where a work request should always be accepted and always create an epic. What is the impact? Non-value add steps are required to watch for and accept work requests. Describe your idea
Guest
4 months 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
Configure default record link type used when work requests are accepted
What is the challenge? Looking for the ability to request work from other workspaces, but the default record link type is a dependency. What is the impact? Today when a work request is accepted the new record and original record are connected thro...
Kristina Gass
5 months ago
in To-dos
0
Future consideration