Add ability to filter by roadmaps vs teamwork licenses in user view
What is the challenge?
We have adopted Teamwork and currently there is not the ability to quickly filter users who are only teamwork vs roadmaps within the account user view
What is the impact?
very manual process of editing and auditing u...
Clear prioritization rank when removing a record from prioritization view
What is the challenge?
When customers sync ranks from the prioritization view to a custom field, the rank value remains on the record even after it is removed from the view. This results in duplicate or outdated rank values persisting across rec...
Chrissi McNamara
16 days ago
in Reports
2
Future consideration
Ability to Calculate Time In Status by Business Days
What is the challenge?
Inability to define business days within settings keeps us from being able to calculate time in a status in business days. Certain places we have SLAs around time in status. This requires this to be a manual process, and w...
Kalee Griffith
16 days ago
in Application
0
Future consideration
What is the challenge?
Users are not able to expand the height of timeline bars in the strategic roadmap and are not able to customize the data shown on the bar
What is the impact?
limited customization preventing some users from sharing t...
Stephanie Lechner
17 days ago
in Roadmaps
0
Future consideration
Allow users to restrict list report details for chart drill-in
What is the challenge?
Right now, there is a setting to allow webpage users to click on chart items to examine individual records, but that displays a full list report of all the data points in that chart object. There is no way to customize tho...
Stephanie Lechner
17 days ago
in Reports
0
Future consideration
What is the challenge?
Right now the record drill in option for charts shared as a webpage are not allowing any record drill in even though the manage webpage section gives you the option to configure fields for the drill in modal
What is th...
Stephanie Lechner
17 days ago
in Reports
0
Future consideration
What is the challenge?
The current view of the my work page is limited to sortation of viewing to the fields that are available and limiting the usefulness of the my work page.
What is the impact?
PMs find it difficult to find certain impo...
Kalee Griffith
17 days ago
in My work
0
Future consideration
Ability to Sort/Filter from Ideas list on Accounts in Salesforce
What is the challenge?
Currently unable to sort or filter on the list of ideas tied to a customer account in the salesforce widget. The current way ideas appear to be sorted is by name of idea. (at least it is post bulk import)
What is the i...
Filter record links column to show only specific link types without filtering report results
What is the challenge?
When creating a list report with a Record links column, there's no way to filter which link types are displayed in that column. If you apply a filter for linked records, it removes records from the report entirely rather t...
Krysta Boyer
17 days ago
in Reports
0
Future consideration
We would like additional information displayed directly on the Ideas chart. Specifically, show each idea’s score and its associated theme on the chart, instead of only seeing the idea title. This would help them evaluate and compare ideas visually...