My ideas: Notes

What is the challenge? Not having a template with a prebuilt checklist What is the impact? Describe your idea Have a few different templates with checklists versions

What is the challenge? When viewing a Folder in Notes, the Documents area displays large cards for each document. These cards take up quite a bit of space on the page. I would like to be able to display them as a single-line clickable item inste...

What is the challenge? Currently, Expandable sections in Documents are one-level deep. If you want to nest one Expandable section within another, you have to do a manual copy and paste. What is the impact? It's difficult to create multiple...

What is the challenge? The content for the standard Aha! Knowledge document templates are great. Where there's instructional text, this is actual text content that needs to be changed after a template is selected. It is also light-grey which mak...

What is the challenge? When trying to add new meeting notes, a user has to go to the Knowledge->Documents section, navigate the folder hierarchy, and click Add in order to add meeting notes. What is the impact? Less out-of-record naviga...

What is the challenge? In text boxes, when using an autocorrect keyboard, the partially completed word is left and the autocorrected work is appended What is the impact? Having to go back and correct typos Describe your idea

Currently in a note there are 4 callout box templates. Some industries have specific formats that need to be followed for callout boxes, so it would be valuable to be able to define custom callout boxes so that they can be selected and used too.

Currently, once a custom whiteboard or document template is created, it remains in the workspace or workspace line where it was added and cannot be moved. If you need to move a template up to a higher level or down to a lower level to either expan...

What is the challenge? Currently, you can create an AI prototype and add this to a record's description. The AI prototype is difficult to move around the record description if you need to reorder where it exists in context of other content in th...

What is the challenge? Meeting notes are kept in the Research tab of Releases, however sometimes they get entered out of order or other links are added. What is the impact? Less time spent creating custom report views and less time spent n...