What is the challenge? When I have a list of To-do's for the day or week, it is hard to tell which ones have the highest priority and should be worked 1st. What is the impact? I have to read through all to refresh my memory and find the ones that ...
Select record link type when accepting a work request
What is the challenge? When accepting a work request, the default record link type is a dependency. What is the impact? Not all of our work requests will result in dependencies. For those that don't, we have to delete the relationship between the ...
Sharon Hu
9 days ago
in To-dos
0
Future consideration
Copy description to work requests without needing to add to clipboard
What is the challenge? When you accept a work request, you can either copy the description of the work request or the work request parent to the new record. Today, this adds the description to your clipboard then you can paste it into the new reco...
Max Robbins
15 days ago
in To-dos
0
Unlikely to implement
Custom layouts for to-dos that are not part of a workspace
What is the challenge? When a layout is applied to to-dos on a given workspace, only to-dos tied to records in that workspace will have the layout applied What is the impact? Standalone to-dos are not able to have a custom layout Describe your ide...
Scott Vonderharr
21 days ago
in To-dos
0
Future consideration
What is the challenge? I regularly miss to-dos due today because they are grouped with things due 'this week'. I just don't see them because I tend to just assume anything in the 'this week' category is in the future. Things due today would be bet...
Todd Meyer
29 days ago
in To-dos
0
Future consideration
Allow To-Dos, Approvals & Work Requests to all be pulled in as one object in reporting module
What is the challenge? Today, when reporting on To-Dos, you need to pull in three different objects to get To-Dos, Approvals & Work Requests in a report view. This will put all three of these items on the same line in list views and pivot view...
Tim Haspert
30 days ago
in To-dos
0
Future consideration
Allow users to select approver when generating approvals
What is the challenge? When an approval is generated, whenever there is a list of approvers, all of those approvers get assigned. It's confusing to people that get many many requests, only some of which need to be reviewed by then. What is the imp...
Stephanie Sullivan
about 1 month ago
in To-dos
0
Future consideration
Allow user to generate approvals when record is ready
What is the challenge? In the fixed workflows for approvals, the approval is generated when the item enters that status. This is unnecesarily confusing and doesn't allow the user to indicate when a record is ready for that approval, unless you cre...
Stephanie Sullivan
about 1 month ago
in To-dos
0
Future consideration
Ability to set up automation to accept work requests
What is the challenge? There are cases for some of our teams where a work request should always be accepted and always create an epic. What is the impact? Non-value add steps are required to watch for and accept work requests. Describe your idea
Guest
about 1 month ago
in To-dos
0
Future consideration