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 a manual step to add that to the record. |
Describe your idea |
Allow the creation of document or whiteboard templates on records to be an automation action |
I’d like to be able to do this in the Release overview tab in a custom field. It would also be great to be able to present external template files (Office documents) or internal notes / whiteboards. As noted, the current method requires multiple steps from the PM to create a whiteboard, find the right template, and add that to the record.