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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 9 months ago in Notes 0 Future consideration

Nested To-do's

What is the challenge? Currently to-do's are finite meaning we need to raise a pile of them and they do not show dependencies What is the impact? Long dislocated to-do list Describe your idea Allow for to-do nesting and dependencies
Guest 2 months ago in Notes 0 Future consideration

Copy formatting in text editor

Who would benefit? Everyone using notes and rich text description fields What impact would it make? Save time and provide consistency within a document. How should it work? Add the concept of a "format paintbrush" in the text editor that allows me...
Madeleine Black 9 months ago in Notes 0 Future consideration

Notebook sidebar organization

Who would benefit? Users trying to find and view things quickly What impact would it make? More user control over sidebar organization in Notebook; reduced cognitive load How should it work? Ability to add Divider lines Expand all/collapse all fun...
Guest 5 months ago in Notes 0 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 10 months ago in Notes / Whiteboards 0 Future consideration

Add "recents" to templates

What is the challenge? Have to search when looking for a template What is the impact? Productivity increased Describe your idea When using a template (e.g. in a requirement or note), it would be nice if there was a list of "recents" to pull from —...
Molly Jane Quinn 3 months ago in Notes 0 Future consideration

Link across notes in custom portal pages

Who would benefit? Aha! Ideas Advanced customers utilizing custom ideas portal pages What impact would it make? Allow users engaging with an ideas portal to quickly link from one note to another How should it work? I would like to be able to add l...
Justin Waldorf 5 months ago in Ideas portal / Notes 0 Future consideration

Add the ability to archive notes

Our marketing workspace has been around for a few years, and it has quite a few notes that are no longer relevant. Currently we nest notes under an "Archive" note, but that is not an elegant solution because we have to move them one at a time. It ...
Guest almost 5 years 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 6 months ago in Notes 0 Future consideration

ability to schedule notes

Who would benefit? internal and external stakeholders What impact would it make? Efficient and reliable communication How should it work? This should work like the scheduled saved views. I would like to be able to send a weekly update to my client...
Jennifer Lange 9 months ago in Notes 0 Future consideration