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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...
Aaron Weinberg about 1 month ago in Notes 0 Future consideration

Add "documentation templates" to automatically create documents upon record creation

As a product team member, I have a series of documents that need to be captured on every epic (such as a BRD, a kickoff session agenda, and a retrospective agenda). I'd like to define a "template" experience such that when new epics are created, t...
Reilly O'Connor 7 months ago in Notes / Whiteboards 0 Future consideration

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 ...
Terence Osmeña 6 months ago in Notes 0 Future consideration

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...
Max Robbins 3 months ago in Notes 0 Future consideration

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...
Jennifer Lange 7 months ago in Notes 0 Future consideration

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...
Marcie Millenbach 3 months ago in Notes 1 Future consideration

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...
Julie Price 7 months ago in Notes / Whiteboards 0 Future consideration

Explicitly specify folder location when saving new research

Who would benefit? Notebook users creating new research docs What impact would it make? Avoid users operating within notebooks from having to relocate document on each new creation How should it work? One could be given a choice of save location w...
Aha@IBM 5 months ago in Notes 0 Already exists

Comments on the blocked note-document

Who would benefit? Overall communication convenience and logic. What impact would it make? By blocking the specific note, I usually show my colleagues, that this version is ready for their review. Also, I want to protect the document during the ti...
Vitalii Dubonos about 2 months ago in Notes 2 Future consideration

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...
Luke Walker over 2 years ago in Notes 0 Future consideration