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Include Views and Reports as linked records for workitems

What is the challenge?

When managing context for workitems, especially on Initiative and Epic levels, I want to include reports and views as Linked records. Currently only Documents are available.

What is the impact?

Easier to create a 360 view and context of high-level workitems.

Describe your idea

Please see above.

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    • Admin
      Austin Merritt
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      Jun 11, 2024

      Thank you for your idea. One solution that could help immediately would be to use the research tab. In the Concepts section you can add external links, including to reports. I left this idea open so we can monitor future feedback here but wanted to share what is currently possible as well. Thanks!

      1 reply