To-dos

Showing 149

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 ...

Guest 4 months ago in To-dos 0 Future consideration

7 VOTE

Add ability to restore to-dos from the recycle bin

When a to-do is deleted, it cannot be restored from the recycle bin. This request is to add the ability to restore to-dos.

Emily Yankush over 2 years ago in To-dos 0 Future consideration

14 VOTE

Reference to-dos in Custom Worksheet

I would like to reference to-dos in Custom Worksheet formulas so that I can count the total number of to-dos related to a record. Ideally, I'd like to count the to-dos related to a record based on status (e.g., count of overdue to-dos for this Ini...

Guest about 5 years ago in To-dos 0 Future consideration

1 VOTE

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 5 months ago in To-dos 0 Future consideration

15 VOTE

Edit/Modify To-Do's completed date

I find that I often forget to check the to-do off on the date that the task was actually completed, but then it logs it as if I had completed the task 3 days late (for example). I'm currently getting around this somewhat by commenting on the to-do...

Guest almost 6 years ago in To-dos 4 Future consideration

8 VOTE

Create to-do by highlighting text

I'd love to be able to highlight a line of text in a field formatted as a note (description/comment etc) and create a to-do (or even a story/requirement/approval/work request with the highlighted text as the title of the task. It would also be gre...

Guest about 3 years ago in To-dos 0 Future consideration

1 VOTE

Group overdue and 'due today' to-dos together

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 5 months ago in To-dos 0 Future consideration

1 VOTE

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...

Guest 5 months ago in To-dos 0 Future consideration

3 VOTE

Hide workflow approval groups on to-do when no workspace users assigned

What is the challenge? All account approval groups populate for the approval group field on approval to-dos, even when no users from a given workspace are assigned to a group. This creates a challenge for someone to select the correct approval gro...

Jeanette Resnikoff over 1 year ago in To-dos 1 Future consideration

12 VOTE

Convert to-do to approval

Sometimes I accidentally create a to-do when I mean to create an approval. I'd love the ability to change it. It looks like my only option today is to delete it.

Guest over 5 years ago in To-dos 2 Future consideration

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