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Saving AI prompts
A few customers have asked if it is possible to find their previous AI prompts. Currently it is possible only to save AI prompts in project settings and at section level. But if you I run AI Draft with a prompt in a section that does not have any saved AI filters, you will not be able to get the same prompt again if you…
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Misleading message in AI Draft 'Discard Answers' pop-up window
In ticket TKT-210124, customer mentioned that the message that we see when closing AI Draft window is confusing and misleading. The message says, "One or more questions from the following sections will be discarded. However, answers that are applied will be saved". It first says, "One or more questions". Then in the next…
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Option to prevent guest user from making edits in project answer
When sending questions in a project to a guest user, there should be an option to prevent the guest from making any changes in the answer and be able to only add comments. This is basically like a view permission and edit permission. This is so that the guest's inputs are vetted before it goes into the answer. Or else, the…
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Filter to find questions with blank answers
In the answering page in project, there is a filter to find all the 'Answered' and 'Unanswered' questions. But even some of the 'Unanswered' questions could have contents in the answer box. So, if we want to filter all the questions that have blank answer in it, we need a new filter in the search bar in the answering page.…
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Being able to see the past instructions given in AI Draft
I had two customers asking me if it is possible to see the instructions given while searching in AI Draft. I am unable to find the tickets now. I told them that it is not possible now. Currently this is possible only if you add an instruction in the 'AI Assistant Filter' for a section. But I think we should have a way by…
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Filters/ Grouping in Archive Folder
One of our investment customers suggested it would be great if there was a way to group projects in the archive folder to make it easier to find versus scrolling. For Instance group by and be able to filter based on the group Test Projects Year Duplicate
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Past Project Name Filtering in Project Settings
Problem Summary Upgrade, Inc. completes client questionnaires year over year that contain largely the same questions. In many cases, answers remain unchanged from previous years. To improve efficiency and answer reuse, they want more precise control over which past project AI Assistant and Answer Library Search reference.…
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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…