Notes
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1
VOTE
4
VOTE
Move saved views of reports, presentations, or dashboards into a Folder within Notebooks
Who would benefit? PMs, Stakeholders What impact would it make? Reduce the need to have a separate folder library of reports Notebooks can become a central product hub of information including referenced reports, presentations, or dashboards that ...
0
Future consideration
4
VOTE
Add ability to sort tables in notes
Who would benefit? anyone trying to present data in a note What impact would it make? would help readability of notes How should it work? Would like to be able to sort a table of feedback from the client by a column (ex. priority) or a table of cl...
0
Future consideration
16
VOTE
Create to-do items inline in a note
I want to be able to create to-do items within a note, and have it then mirrored and collated in the to-do module below. Feels like the to-do module is a bolt-on and I have to go out of my way to use it, which is sad because the reminder system &a...
0
Future consideration
16
VOTE
Bulk copy and move notes while maintaining hierarchy
As a manager I would like to be able to create a notes hierarchy of project documentation, so that my team can copy the hierarchy and move it to their workspace. The business value is that we have standardized our project artifact structure, and s...
1
Future consideration
2
VOTE
Embed notes in record description (same appearance as whiteboards)
Who would benefit? Product teams build up documentation relevant to specific epics and features. You can currently add this document to the Research tab or add it as a link in a record description, but this does not give a user a preview of what t...
0
Future consideration
4
VOTE
Manage who receives email requesting document reviewer edit access
Who would benefit? Workspace owners who are currently receiving all requests to edit a document from a reviewer. What impact would it make? The request to edit a document will be reviewed and approved more quickly with less noise to owners that do...
0
Future consideration
2
VOTE
Add "Category" field to Documents & Links (Notebook Tab & Research Tab)
Who would benefit? Anyone looking for a specific kind of link or document. What impact would it make? It would reduce time to find documents, if you don't know the name. It would enable reporting out on specific kinds of documents. For instance, i...
1
Future consideration
28
VOTE
1
VOTE
Ability to change "Relates to" linked records to another record type
What is the challenge? By default related records are of type "related to" even though that is not always the best way to corrolate record types. It would be great to switch to the correct record type such as "release notes for" How would you solv...
0
Future consideration