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3
VOTE
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...
0
Likely to implement
61
VOTE
Customize the options available in the "Goals" and "Initiatives" fields on related "downstream" records
Who would benefit? Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting. What impact would it make? Improved data quality by providing a narrow selection of possible goals an...
0
Likely to implement
1
VOTE
8
VOTE
Set default collapsed state for a Knowledge Base
What is the challenge? Currently the navigation tree on the left-hand side of a knowledge base is expanded by default, so all folders and notes are shown. What is the impact? In a Knowledge Base with many documents, this can make it harder to loca...
0
Likely to implement
4
VOTE
Add report to an existing whiteboard as an image
What is the challenge? What is the impact? Describe your idea When a user adds a report to a whiteboard as an image, currently it is always added to a new personal whiteboard. We should give them the same option that exists when adding a report to...
1
Likely to implement
1
VOTE
182
VOTE
Sync goals between parent and child records
I would like a way to easily 'Roll-up' all the goals from a child record (i.e. feature) to the parent (i.e. release or epic) 'Send down' all the goals from the parent record to the children Currently, automation rules require a separate rule for a...
6
Likely to implement
6
VOTE
Edit the documents in a KB outside of the existing parent line
What is the challenge? Currently when you create a knowledge base , you select the root document to publish. Any child notes nested underneath it are included as well. There is a need to edit the documents in a KB in a broader way. How would you s...
0
Likely to implement
6
VOTE
Publish the same note to multiple KBs
What is the challenge? Currently a note can only be published in a single KB. Users need to publish the same note to multiple KBs when: It is a different audience needing the same info They set up different SSO methods per KB. How would you solve ...
0
Likely to implement
4
VOTE
Ability to have the 'Create a copy' option maintained when copying a dashboard
What is the challenge? I have a template dashboard where I have unchecked the 'Create a copy' box to I can maintain a single copy of the reports in the dashboard. When I make a copy of the dashboard template, the 'Create a copy' setting is lost in...
0
Likely to implement