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To-dos

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Set recurring todos from automations

Who would benefit? When setting a todo using an automation, there is often the need for the todo to repeat over the life of the record. What impact would it make? Currently I would need to manually set a todo to recurring and cannot use an automat...
Max Robbins 6 months ago in To-dos 0 Future consideration

Using bulk edit to removed "assigned to" from the to-dos

I want to bulk edit to make the "Assigned to" as Unassigned. Since I'm the creator, the current bulk edit won't let me do that. Instead, it adds my name to all the to-dos.
Guest over 5 years ago in To-dos 6 Future consideration

Create to-do by highlighting text

I'd love to be able to highlight a line of text in a field formatted as a note (description/comment etc) and create a to-do (or even a story/requirement/approval/work request with the highlighted text as the title of the task. It would also be gre...
Nerissa Muijs about 2 years ago in To-dos 0 Future consideration

Add automations for to-dos

Who would benefit? PMs What impact would it make? less manual effort How should it work? I'd like to be able to create automations using To-dos as the starting point. Now that we have the ability to create custom layouts for to-dos, I'd like to be...
Nerissa Muijs 3 months ago in To-dos 0 Future consideration

Automation rule to trigger a To-Do based on “Complete by date” custom field

Who would benefit? Management What impact would it make? Timeliness completion of releases How should it work? The rule would trigger a To-do for the owner on the date shown in the 'Complete by date' custom field rather than the fixed amount of da...
Guest 3 months ago in To-dos 0 Future consideration

Add Workspace/Feature Name to Approval Emails

Who would benefit? Anyone who is in an approver group What impact would it make? Reduce email clutter; easier identification of action items How should it work? Include information about what feature the approval is for in the subject of the email...
Guest 7 months ago in To-dos 0 Future consideration

Allow filtering to-dos by "to-do record"

My team uses to-dos to track non-development/engineering tasks that need to completed. We'd love to filter to-dos in a list report by the associated record, so we can look at the to-dos specifically on initiatives, releases, epics, etc. to match t...
David I. about 1 year ago in To-dos 0 Future consideration

Bulk accept Work Requests/To-Dos

If there are a number of to-dos (work requests specifically) that I know I will approve all of them, there should be a way to "bulk" accept and approve all the to-dos to create the new records. This would save time for our product managers
Danielle Martinez over 1 year ago in To-dos 0 Future consideration

Edit Automation "To-Do" Order

As a user, I want to edit the "to-do" order without having to delete and recreate it every single time- it is cumbersome and does not scale. Use case: Order is very important for our team as we are using the "To-Do" steps as a way to track the ste...
Amelia Peklar 11 months ago in To-dos 0 Future consideration

Automated approvals should disappear from To-dos once they have been approved

Who would benefit? Groups of approvers What impact would it make? It would keep the to-dos focused on what has not been completed How should it work? If >1 user is assigned an approval because of an automation rule, and any user completes the r...
Guest 7 months ago in To-dos 0 Future consideration