To-dos

What is the challenge? When I have a list of To-do's for the day or week, it is hard to tell which ones have the highest priority and should be worked 1st. What is the impact? I have to read through all to refresh my memory and find the ones that ...

What is the challenge? When you accept a work request, you can either copy the description of the work request or the work request parent to the new record. Today, this adds the description to your clipboard then you can paste it into the new reco...

What is the challenge? When a layout is applied to to-dos on a given workspace, only to-dos tied to records in that workspace will have the layout applied What is the impact? Standalone to-dos are not able to have a custom layout Describe your ide...

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...

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...

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...

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...

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

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 ...

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 ...