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To-dos

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When copying a note, carry over to-dos

We are starting to use notes for meetings. I've set up to-dos for everyone to add their respective items to the agenda. Would be great to copy these with the meeting template vs. having to setup todos every time.
Rob Eroh over 8 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 8 months ago in To-dos 1 Future consideration

Add Merged Idea as a field in automation rules

Who would benefit? All Aha users. What impact would it make? In my specific use case we have started adding to-do automation for the assignee when an idea changes status to remind them to update the admin note on the idea. When this happens a to-d...
Jerimiah Rudden about 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 over 1 year ago in To-dos 0 Future consideration

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 over 1 year ago in To-dos 0 Future consideration

Add "Requirement" option in work request drop-down

While creating dependency on another workspace, the aha record needs to be tagged at requirement level. It would be great to see that option considering the high usage of work request related to requirements.
Isha Khurana almost 2 years ago in To-dos 0 Future consideration

To-do filters and automatically have the to-do's move to the bottom as completed or vice versa.

Hello, My team would find it very useful to be able to organize to do's by completed easier. Also, a way to filter through the to do's without having to create a report. When they are so many to-do's per one requirement. Also, the to do due date t...
Madi R about 2 years ago in To-dos 0 Future consideration

ability to report on ALL To-Dos across record types

Ability to create a single report of ALL to-dos regardless of whether it is associated with a Note, Schedule, Schedule Phase, Schedule Milestone, Epic, Activity, Feature, Requirement, My Work, etc. Ability to filter To-dos by To-do Record.
Candice C about 2 years ago in To-dos 0 Future consideration

Ability to uncheck a to-do from main box.

Right now, if a to-do is checked off, the user has to go into the to-do itself and uncheck it from the box in there. It would be great if you can uncheck it from the main check box.
Guest over 2 years ago in To-dos 1 Future consideration

Allow workflow approval groups to be used in a "to-do" approval

Allowing workflow approval groups to be used in a "to-do" approval will help streamline who is approving all epics without having to manually assign them every time. It will also allow us to continue using a flexible workflow.
Parmeet G over 2 years ago in To-dos 1 Future consideration