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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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Verbatim Quotations Within AI-Editable Answers
Problem Some Responsive customers (e.g., Optum) manage highly regulated content where only specific portions of an otherwise flexible answer must remain verbatim. Examples include: Customer testimonials Legal or compliance-approved language Regulatory disclosures Today, answers are treated as either fully editable or fully…
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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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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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Is there a way to bulk select and submit Q&A from an RFx?
Is there a way to bulk select and submit new/updated Q&A instead of selecting "Save in library" for each Q&A in an RFx? This capability would save users time.
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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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AI Draft Enhancements for Attachment-Heavy Q/A Workflows
Problem summaryUpgrade, Inc relies on attachments in Q/A pairs. AI Draft currently: doesn't reliably include attachments from source Q/A pairs into drafted answers, and doesn't consistently resolve merge-tags that should display attachment filenames in the preview (but filenames sometimes appear after apply→revert). They…
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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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Content not showing in Library
I completed a project and added 72 Q&A pairs to the library. However, the content is not showing up and the project is not showing in the Project Filter. The project shows under completed projects. I'm stumped.
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"Save in Library" toggle on Q&A pairs in projects
If we update a Q&A pair in a project, and we have the “Save in library” toggle on, shouldn’t that automatically update the Q&A pair in the content library? For this to occur, do we need to first complete the project (so that all Q&A pairs are saved under the content library) and then re-open the project? End goal: edit a…