To-dos

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Add option of "Any Approval" or "All Approvals" for Approval To-Do created manually or via automation with Flexible Workflow

SITUATION: We have set up an automation rule to create an Approval To-Do record under a Feature when a certain condition is met (this is extremely helpful to help users know when an Approval To-Do should be used) After the Approval To-Do record is...

Roger Oliver over 4 years ago in To-dos 3 Future consideration

9 VOTE

Reference to-dos in Custom Worksheet

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 over 4 years ago in To-dos 0 Future consideration

1 VOTE

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 6 months ago in To-dos 0 Future consideration

3 VOTE

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 over 1 year ago in To-dos 0 Future consideration

5 VOTE

Kanban style to-do task

For people that do not track to-dos by date but by priority instead

Guest almost 3 years ago in To-dos 2 Future consideration

11 VOTE

Convert a to-do to an feature.

Sometimes I underestimate my To-dos and would like to convert them into features associated to a release.

Guest over 6 years ago in To-dos 0 Future consideration

2 VOTE

Add end date to recurring to-dos

Who would benefit? anyone using recurring to-dos What impact would it make? small impact, but will reduce alerts and unnecessary admin How should it work? When setting a recurring to-do, I want to be able to set an optional end-date.

Nerissa Muijs about 1 year ago in To-dos 0 Future consideration

2 VOTE

Exclude completed ToDos from summary counts on Features and Initiatives

Who would benefit? everyone What impact would it make? large How should it work? When I look at a Feature or an Initiative and see a count of "todo"s, I would like this count to exclude completed items so I can focus on only those items which requ...

Julia Bauer about 1 year ago in To-dos 0 Future consideration

3 VOTE

Workspace - user search funcion

When a user has the custom role of owner and is a work request designee, it is not displayed on the Workspace > Users page as text. This doesn't give an accurate picture of user roles when searching nor does it tell you who the work request wil...

Melody Gibson almost 2 years ago in To-dos 0 Future consideration

5 VOTE

Ability to import / export release templates

I love the fact that we can now use the bulk import to import to-do's but these can only be applied as a one off to a parent record. It would be even better if we could use the bulk import to create a new 'release template' and equally export a re...

Sophie Ramsden about 3 years ago in To-dos 1 Future consideration

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