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Notes

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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

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 5 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 about 1 month ago in Notes 0 Future consideration

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

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 6 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

SSO option for guest users

Who would benefit? colleagues across the organisation who Roadmap users share notes/whiteboard with What impact would it make? It would mean they don't need to create and remember a password to access their account and gives some extra security to...
Ben Samuels about 2 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 7 months ago in Notes / Whiteboards 0 Future consideration

Uniquely link and filter to-do's to associated Document/Note

Who would benefit? anyone who uses to-do's in Notes/Pages/Documents What impact would it make? reduce manual work, ability to view progress against different record types How should it work? If to-do's are created on a Note/Page/Document, the to-d...
Guest about 2 months ago in Notes 0 Future consideration

A notebook template for a RAID log

Who would benefit? all teams What impact would it make? help track risks and decisions which are a key governance requirement How should it work?
Guest about 2 months ago in Notes 0 Future consideration