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Bold, Italics and Underline and background color retainment during excel export
Current behavior: When we import a few questions from an Excel file, we may answer them with bold, italicized, and underlined text. We can then export the excel by selecting a custom font with the background color, font size, and font style. The bold, italics, and underlining do not transfer over during export. All that…
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To auto configure proposaltech excel documents
This request is from Cobalt benefits group. We currently only support proposal tech word files and not excel as of now. Attaching the client's proposaltech excel document for reference. https://us.v-cdn.net/6037550/uploads/I5S2WXDA8E28/covenant-proposal-tech-answerable-doc-281-29.xlsx
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Last updated date change when updating file
In the project documents tab, the last updated date & by is only getting updated when edited on online word or excel (WOPI edit) but if we update file by uploading a new file then this last updated date & by is not getting updated. Use case: The client does a lot of modifications in the word file offline and uses the…
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Filtering archived projects based on Current/Completed/Cancelled/Trash
It is possible to filter active projects based on Current/Completed/Cancelled. But it is not possible to do this for archived projects. Customer asked if it possible to do this. Ticket number - 64489 It will be useful if we have such a filter for archived projects.
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Ability to add Tags to a Section Description when "Save to Library" is enabled
Client Fortrea heavily leverages Section Templates & Descriptions, and when they'd like to save to the Library there is not an option to add a Tag, which adds more time to their process once it hits the Library. They would like to have the same option as a Q&A pair to add a Tag to a Description. Please see the request in…
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Projects | Task Name and Time to show in completeness (currently shows as ….) - Optum
The Responsive Projects>Tasks(project tasks)>Calendar view should show complete task properties like full name, time, date, priority, etc. to all the project members and project managers. It will be good if this can be extended to all project task types and not limited to project level tasks.
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Drop Down Options Selected: Need Full Visibility of Selection
Hello Product Team, Currently, we have limited visibility of drop down options selected in a project. This makes it hard to review our responses, making it more of a difficult and time-consuming task. It also creates more risk in the proposal process, as it's hard to ensure the proper drop-down options are selected,…
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Completed tasks should not be showing up on the My Work dashboard
Nuveen reported that task notifications is that after the user completes a review task, the task still appears in their "My Work" page. This creates confusion and makes it difficult to track which tasks are actually pending. Additionally, when a section is reopened after being marked as complete, the user receives a…
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User Requesting a Project Recovery Option in the Application
Several users requesting project restoration have suggested adding a Project Recovery option directly within the application. The current process can be time-consuming, as it involves checking available timestamps with DevOps, communicating the details to the user, and awaiting confirmation before proceeding with…
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Having the entire response fit within the answer column rather than appearing below the question
The client's preference is to have the entire response fit within the answer column rather than appearing below the question. Ticket ID : 61002