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To-do templates

What is the challenge? managing change requests What is the impact? simplify approvals for specific task types Describe your idea looking to be add template approval types to support various use cases and pull a standard set of information from us...
Joy Fryer 10 days ago in To-dos 1 Future consideration

Bulk edit remove records from sprint

What is the challenge? Currently you can use a bulk edit to assign records to a sprint but you cannot bulk remove records from a sprint. What is the impact? You cannot remove a large number of records from a sprint easily. Describe your idea Updat...
Chris Quigley 20 days ago in Sprints 0 Future consideration

Include dashboard Text Panels in the View only permissions

What is the challenge? Users that do not have a Roadmap license are able to edit Text Panels on View only dashboards What is the impact? Text panel information is being deleted by users that we can't track because that data doesn't show in the Acc...
Katie Tokarz about 1 month ago in Reports 0 Likely to implement

Create dependency relationship directly on whiteboard

What is the challenge? Currently to add a new dependency between records on a whiteboard, I need to open the record, go to the related tab, and create the dependency. This is several clicks and not always easy to find the correct record to link to...
Max Robbins 3 months ago in Whiteboards 1 Future consideration
134 VOTE

Automation actions to have 'same as' to copy field values

Currently if I need pass on a field value from one field to another, there is no easy way, but to create separate automation rule for each value. Which is not optimal and will have to create 10 rules for 10 values and if a new value is entered nee...
Jyothirmayi Talaparthy almost 4 years ago in Application 9 Future consideration

Allow knowledge bases to be embedded in webpages and products

What is the challenge? Currently you cannot add a knowledge base to a webpage or web-based product. What is the impact? This means users need to navigate to a separate webpage from what they may already be using. Describe your idea Allow ability t...
Chris Quigley 2 months ago in Knowledge base 0 Future consideration

Install new fonts for Knowledge Base

What is the challenge? We would like to use a Knowledge Base for external user access; however, without the ability to use our branded font, it is a challenge What is the impact? Misalignment with branding materials Describe your idea We would lik...
Jeff Bye about 2 months ago in Knowledge base 0 Future consideration

Embed a webpage within a Note in a KB

What is the challenge? When creating documentation to share in a Knowledge Base, sometimes you want to include information from another site. Currently you have to either : Copy and paste that content into the KB, so you have to maintain it in two...
Emily Yankush 3 months ago in Knowledge base / Notes 1 Future consideration

Mobile App - New Idea should match new idea entry layout

What is the challenge? Current mobile app implementation forces new idea entry to show the view layout and make all fields required. Only specific fields should be required for new idea entry as some are derived after-the-fact. What is the impact?...
Guest 11 days ago in Mobile 2 Future consideration

Steps within user story maps can't be utilized in a pivot table

What is the challenge? unable to include user steps from a story map to help provide a comprehensive view of a release with a pivot table What is the impact? requires multiple pivot table views to tell complete story Describe your idea allow user ...
Robert B 11 days ago in User story map 0 Future consideration