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Easier translations in project and export
The translation process in project and during project export is complicated right now. First of all, there should be a way to bulk translate the entire project or selected sections. This translation should be for either the answers OR for sections & questions and also the answers. If the project is still in the same…
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Ability to update due dates for multiple tasks at a time in Projects
This request is for Netsmart. Today, if you want to update due dates for multiple tasks at a time in projects, you have to go in and click the 3 dots on each one, update the date field, etc. For Netsmart's project team, it is a very common occurrence that there are multiple tasks that need to be updated to the same date –…
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Ability to upload duplicate documents in the Project Documents sections across folders.
In a Project, under Project Documents sections, a document is upload a new folder. When we create another new folder and upload the same document, we are getting a duplicate document toast message. Recording: https://zoom.us/clips/share/XrOjnXmBRgygOkbprjSx3Q However, customer states that this can be challenging where…
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Section by Section Review Flow during Project Completion
Project Review UX – Section Navigation and Cognitive Load Requested by ENT customer: O.C. Tanner Problem / Current State In the current project review experience, multiple sections are collapsed into a single view, requiring reviewers to repeatedly expand sections and manually move between them. Reviewers lose their sense…
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Allow Enhanced Auto-Respond to function in the same instance where AI is active.
State Street has requirements to have auto-respond take the first pass at answering questions then have AI provide additional responses after. After testing, they have found that the enhanced auto-respond features provides better results than the legacy version. Currently, we are not able to have AI and enhanced auto…
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Projects: Add User Control and Prompts for Auto-Attached Q&A Pair Exhibits
Per Manjula Gnanaguruswamy's request, I’m submitting this enhancement idea on behalf of our strategic client Optum. Overview When users apply responses from the Recommendations pane in Projects, all attachments associated with the selected Q&A pair are automatically added to the project response. While this behavior is…
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Enable Sub-Table and Partial Table Mapping in Response Projects
Per Khalees KV's suggestion, I'm submitting this request on behalf of our asset management client, Silvercrest. Overview Silvercrest, an asset management client, needs greater flexibility when mapping tables within Response Projects. Specifically, they require the ability to map only a subset of cells within a table or to…
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Improve AI Draft Status Visibility & Parallel Processing
Currently, when one user initiates AI Draft, other users only see the AI Draft button greyed out, without any indication of why it’s unavailable or what stage the process is in. This can be confusing and often leaves users mid-way without clarity on what’s happening or what their next step should be. Proposed improvement:…
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metadata display in Project
When incorporating the answers from recommendation engine or auto respond , metadata display of its source, becomes a proof read for the client. This was an idea suggested by a prospect - Rede Partners.
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Enhancement Request: Highlight “Answer Not Found” in AI Draft
When AI Draft generates responses for multi-part questions (one main question with multiple sub-questions), it may successfully answer some sub-parts while inserting placeholder text like “Answer not found” for others. Currently, this placeholder text appears the same as the rest of the generated response, making it easy…
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Projects - Editing System-Created Tasks & Differentiation (optum)
Problem Statement System-generated tasks are currently non-editable. Users do not have flexibility to modify dates or details when business needs change. Additionally, there is no visual distinction between manually created tasks and system-created tasks. Expected Enhancement • Allow users (based on permission) to edit…
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Pin/Unpin - Other Formats (PDF,Excel)
I'm submitting the idea on behalf of ADP. Considering that the customer has additional PDF documents attached, they would like the Pin/Unpin option to be available for other formats too.
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Projects | Project Tasks to show on the calendar as a ‘bar’ from start to end date (Optum)
The Responsive Projects>Tasks>Calendar view should show project due date ranges as a ‘bar’ or span on the Calendar view (e.g., start date through end date). As a project owner and as other users, I need the ability to see project level due dates as a range in Calendar view so they can quickly review and/or reassign project…
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Projects | Project tasks to display in priority followed by due date/time order (Optum)
The Responsive Projects>Tasks>Calendar view should show project task in priority order followed by date/time due order. For example High Priority Project Tasks show on the very top followed by medium and low priority. The order of precedence is Priority-->Date-->Time
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Projects | Ability to drag and drop project tasks in calendar view (Optum)
As a project owner/manager, they need the ability to drag and drop project due dates using Calendar view so they can quickly change/reassign project dates.
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AI - Eliminate source from AI generated answer AND re-generate answer
Haworth has requested the ability to exclude specific sources from AI generated responses AFTER the initial response has been generated and then re-generate a response without the excluded source.
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Project Template Usage
Cigna wants to know if Project Template usage adds to the usage count for content in the content library, and if not, is there a way we can track that usage, or submit an enhancement request to have it tracked? Accurate usage counts are very important for us in content maintenance.
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Checkbox field Import Export issues- TKT-210963
The client is attempting to import a PDF document that contains checkbox fields. During the import process, the checkbox fields are correctly mapped as Answer Type: Checkbox. However, upon export, the system either removes the selected answers entirely or places the answers within the question field instead. Additionally,…
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Enhancement Request: Exclude Section Names from Response Template Exports
Request Type: Product Enhancement Requested By: Customer (via CSM) Use Case: The client is using Response Templates for exports and has requested the ability to exclude section names from the exported output. Current Behavior: When exporting response templates, section names are automatically included in the export.…