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
I would like to reference to-dos in Custom Worksheet formulas so that I can count the total number of to-dos related to a record. Ideally, I'd like to count the to-dos related to a record based on status (e.g., count of overdue to-dos for this Ini...
Phil Warden
about 5 years 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 ...
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 3 years ago
in To-dos
0
Future consideration
I find that I often forget to check the to-do off on the date that the task was actually completed, but then it logs it as if I had completed the task 3 days late (for example). I'm currently getting around this somewhat by commenting on the to-do...
Guest
almost 6 years ago
in To-dos
4
Future consideration
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
about 1 year ago
in To-dos
1
Future consideration
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
Remove recurring todo creation from my notifications
What is the challenge? I use recurring todos to track daily tasks I need to manage from the My Work page. Currently, every time these todos are created by the automation, I get a notification for it. What is the impact? I don't need a notification...
Max Robbins
10 months ago
in To-dos
2
Future consideration