Survey & Assessment: Enable Import from 3rd Party survey tool
During "Create Survey" we give users the option to create from scratch or leverage a template from the library. It would be helpful to enable importing of surveys a user has built in 3rd party tools like Google Forms, MS Forms, Qualtrics, etc. by ...
James Schulze
over 3 years ago
in United States
0
Not started
Survey & Assessment: Enable ability to "Create Copy / Copy from Existing" survey creation
Today we give users the ability to start from scratch or from a template when selecting "Create a Survey". But if they have a survey for that engagement they have already created and need a new version or multiple instances of it, there is no opti...
James Schulze
over 3 years ago
in United States
0
Not started
Smart Starts - Faster Scoping with Salesforce Powered Start Points
Problem: Client-facing pursuit and engagement teams—especially first-time or infrequent users—arrive on the Concourse homepage ready to start scoping or planning delivery. But the required first step of creating a workspace feels disconnected from...
The loading time is very slow. I'm trying to change the name of many different tasks and each time I click on a task it'll take 25-30 seconds to load and will provide the error message "There was a problem fetching this deliverable." over half the...
Scott Johnston
over 3 years ago
in United States
1
Not started
Calendar in Concourse that is linked to Team Members' Outlook calendars
It would be helpful if the team could maintain a calendar of meetings in Concourse to see when we first log in to Concourse and that populates on each team member's calendar.
Shandria Brown
over 3 years ago
in United States
1
Not started
We create a weekly status report, however there is no way to review previous week's reports after they have been edited over in Workbench. We should be able to view all reports generated during the project engagement
Today, when a file is tagged as a SaveIt deliverable, it will post to the SaveIt site when the task is marked complete. When this happens, the file should also be marked read only to prevent inadvertent changes not being synced to SaveIt. If this ...