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To-dos

Assign Work Requests by Product Areas

What is the challenge? Currently, Work Requests can only be assigned to workspaces with permission admins, rather than specific product areas. This limitation creates a few notable concerns: Bottlenecks in the approval process Increased workload f...
Michael DaCruz about 2 years ago in To-dos 0 Future consideration

Record links for to-do

What is the challenge? Conceptually, a to-do on a feature having a record link is no different from a requirement on a feature having a record link. The to-do could be blocked by or block any other record, it could depend on or be depended on. Sev...
Steve Dagless about 2 years ago in To-dos 1 Future consideration

Copy description to work requests without needing to add to clipboard

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...
Max Robbins over 1 year ago in To-dos 0 Unlikely to implement

Allow users to select approver when generating approvals

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...
Stephanie Sullivan over 1 year ago in To-dos 0 Future consideration

Add Custom fields in the TO Do

We would like to have "color state" and other fields in the To Do object to help us filter and track the ToDos
Vered Yosub over 4 years ago in To-dos 0 Already exists

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 over 2 years ago in To-dos 1 Future consideration

Ability to sort To Dos by Due Date, Assigned to or Name

What is the challenge? We have to manually drag and drop To Dos in order to have them displayed in the order desired What is the impact? It is tedious to drag and drop Describe your idea I want the ability to sort To Dos by Name, Due date or Assig...
Guest over 1 year ago in To-dos 1 Future consideration

Enhanced abilities for to-dos in Notes/Documents pages.

What is the challenge? The list of to-dos on my notes/documents can get long. The ability to filter to-dos based on a particular field would be helpful. Also the ability to expose a field, such as tags, on the to-do list (without clicking into t...
Luke Brechwald 10 months ago in To-dos 0 Future consideration

Need multiple approvers to have ability for ANY approver to approve (rather than all)

Hello. I'd like to be able to put more than one approver on an approval task and have either approval mark that to-do as complete. Right now it is structured as an AND function rather than an OR. (ie. Assignee 1 AND Assignee 2 must approve. I want...
Cindy Datlof over 6 years ago in To-dos 3 Future consideration

Support approvals in mobile app

Most of the individuals doing approvals in our organization are very mobile and time constrained. It would be helpful if they could approve items at wherever and whenever most convenient for them.
Guest over 5 years ago in To-dos 2 Future consideration