ADD A NEW IDEA

To-dos

Showing 189

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 about 3 years ago in To-dos 7 Future consideration

Send notification to assigned approval groups

When an approval to-do is created ad-hoc, notifications are sent to any individuals assigned but they are not sent to individuals who are part of the approval group that has been assigned. It would be helpful for those individuals to receive notif...
Guest 5 months ago in To-dos 0 Likely to implement

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 11 months ago in To-dos 2 Future consideration

To-do templates

What is the challenge? managing change requests What is the impact? simplify approvals for specific task types Describe your idea looking to be add template approval types to support various use cases and pull a standard set of information from us...
Joy Fryer 3 months ago in To-dos 1 Future consideration

Add the add custom field/edit custom layout options to To-do more options menu

The standard for a record's 'more options' menu is to have options to 'add custom field' and 'edit custom layout'. These options aren't available for to-dos. Please can you add them so that Aha! is consistent.
Steve Dagless 2 months ago in To-dos 0 Likely to implement

Approve and add record to support Requirements

What is the challenge? WHen our UX team surface findings in their research they do so as a Work Request for that finding. As product we then need to review the request and if we feel it has merit, we can surface it for prioritization. However, oft...
Christopher L about 1 month ago in To-dos 0 Future consideration

Allow to-do's to be moved to iteration records

Who would benefit? Develop users What impact would it make? Currently users are able to move to-do records to all other roadmap record types (goals, releases, epics, features, etc), but not iterations. Iterations already support to-do's so this wo...
Brittany Rhoney 6 months ago in To-dos 0 Likely to implement

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 5 months ago in To-dos 1 Future consideration

Allow setting approvals to "any" or "all" when configuring automation rules to trigger approvals

Who would benefit? Users who require all members of an approval group to grant an approval What impact would it make? Right now it only allows "any" member which allows approvals in this scenario to proceed prematurely How should it work? Much lik...
Stephanie Lechner 7 months ago in To-dos 1 Future consideration

Automatically link feature to epic from work requests

When a feature is created from a work request of an idea/epic, the features should be automatically linked to the epic (it is created as a related record, but we need the manually link the feature). The link should be be automatically created so d...
Connie Lin over 2 years ago in To-dos 0 Future consideration