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Notes

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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 almost 2 years ago in Notes 0 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 almost 2 years ago in Notes 1 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 almost 2 years ago in Ideas portal / 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 almost 2 years 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 almost 2 years ago in Notes 1 Future consideration

Status Report Template

Who would benefit? Project Managers, Program Managers, Product Operations What impact would it make? Provide a reoccurring template that can be used to report out status w/ issues/risks (Green, Yellow, Red) when working large projects or programs....
Stanton Melvin about 2 years ago in Notes 0 Future consideration

Separate document access settings for notes and whiteboards

Who would benefit? Aha! admins and PMs What impact would it make? This would help to ensure the relevant types of documents can be open for collaboration How should it work? Currently, document access settings for the workspace allow for edit/view...
Jeanette Resnikoff about 2 years ago in Notes / Whiteboards 0 Future consideration

Add Variable Support to Note Templates

One feature I'd really like to see with templates is the option to insert variables into either the body or the title of the template. For example, I'd like all of my note pages created from a specific template to be named "YYYY-MM-DD Aha! Stakeho...
David Willequer about 2 years ago in Notes 0 Future consideration

Allow Notebooks contributors to create new templates

Give Notebooks contributors the ability to create new templates, or edit existing templates, and save those are new templates. This will save contributors from having to go through a user with a Roadmap seat to complete this task, which will impro...
Guest over 2 years ago in Notes 0 Future consideration

Allow copying of AI generated text

When generating text using the awesome AI assistant, it would be great if I could copy the generated text and paste it elsewhere without having to commit to inserting the text first. This is helpful for quickly collaborating in tools like Slack to...
Madeleine Black over 2 years ago in Notes 0 Future consideration