Automations

Who would benefit? Users who are looking to automate the creation of to-dos, approvals or work requests What impact would it make? Allow more flexibility in to-do creation How should it work? Similar to how we can select the custom date option whe...

Who would benefit? Product Management Team What impact would it make? Ability to cut down on manual work, reducing mistakes and time spent on administrative work How should it work? Under automations, be able to set a rule as such: When a feature ...

What is the challenge? Internal release date is not supported in automation actions What is the impact? Internal release date for the epics needs to be updated manually. These differ from the external release date. Describe your idea. See above

It would be helpful if the Workflow Approvals and Automation Approvals could utilize the same options. We have workflows where we would like to assign the Approval to the user who was assigned to the user story, rather than to a workflow approval ...

What is the challenge? Creating and maintaining related links is a manual process. When a field on an epic is set or updated, the user must remember to navigate to its Related tab and manually add the corresponding link, which is time consuming an...

What is the challenge? There is no ability to automate creating a note or whiteboard template in the Research tab when ideas or other records are created. What is the impact? If you use the same template for each idea or other record, it requires ...

What is the challenge? There are two team members involved when we close a release and "Launch" ideas that are promoted to an epic in that release: one person that actually closes the releases and another that drafts and posts the admin responses....

What is the challenge? Cannot test new automation on the workspace template due to large number of potential records impacted. What is the impact? Must manually recreate any automation rules tested in a non-Prod workspace. Describe you...

What is the challenge? Currently, for project management tasks that occur on a monthly basis, there's no way to automatically create recurring tasks on a regular time internal There is a way to do this for to-dos, but we need to use a feature ...

We have a custom field for goals in the Idea ticket (where the requester must select which strategic goal their request ties to), but we can't map this field to the Goals field at the Feature level because they are both not custom fields. We have ...