To-dos

Showing 209

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 25 days ago in To-dos 0 Future consideration

51 VOTE

Promoting Work Request

When promoting the Work Request to an object, copy all existing custom field values that are shared across all Ideas (with same API key) from the originating object to the new object

Karla Johnson over 3 years ago in To-dos 7 Future consideration

4 VOTE

As a to-do assignee, let me optionally set a status to indicate progress

What is the challenge? I sometimes get assigned to-dos that are time consuming tasks that may take a few hours of time to finish spread over a few days. Currently, I have no way to indicate that I have begun work on the to-do other than adding a m...

Todd Meyer 5 months ago in To-dos 0 Future consideration

1 VOTE

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 about 1 month ago in To-dos 0 Future consideration

4 VOTE

Allow all approvers to respond to a to-do regardless if someone already "rejects"

What is the challenge? When a to-do is assigned to multiple approvers, if the first approver rejects the to-do, the remaining approvers are unable to respond to the to-do. What is the impact? The remaining approvers do not have the option to provi...

Dominique Tjondro 5 months ago in To-dos 0 Future consideration

6 VOTE

Allow ad hoc approval to-dos to be set to all users in an approval group

What is the challenge? Ad hoc approval to-dos that are not part of a status transition cannot be set to all users in an approval group. It is current set to Any. This defeats the purpose for having an approval group that requires all approvers' co...

Terence Osmeña 8 months ago in To-dos 0 Future consideration

12 VOTE

Allow custom due date options for to-do automation actions

Who would benefit? Users who are looking to automate the creation of to-dos, approvals or work requests What impact would it make? Allow more flexibility in to-do creation How should it work? Similar to how we can select the custom date option whe...

Kristina Gass over 1 year ago in To-dos 3 Future consideration

1 VOTE

Ability to add watchers to to-do items

What is the challenge? What is the impact? Describe your idea

Justin B about 2 months ago in To-dos 0 Future consideration

7 VOTE

Add a TO-DOS icon on the card layout

What is the challenge? User has to go into the card details to check if there are any TO-DOS. What is the impact? Adding an icon on the card layout that will display the number of TO-DOS for that feature will have a time saving impact. Describe yo...

Guest 11 months ago in To-dos 0 Future consideration

1 VOTE

Importing issues with date.

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 ...

Justin B about 2 months ago in To-dos 0 Already exists

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