Your feedback drives the Concourse roadmap! Review and vote for existing ideas or submit new ideas.
For immediate technical support, please follow this guidance to open a Service Now ticket.
Currently in Concourse, there is no easy way to quickly know which work items have Save It attachments. It would be helpful if there were an indicator - similar to how Internal, Client, and Event Deliverables are clearly marked - to show Save It-related work items when a file is attached and “Add to Save It” checkbox is marked. Also, there should be different indicators to show attachments that have successfully loaded to Save It and those that are earmarked to be pushed to Save It.
These indicators would further help in filtering the Portfolio View feature (which is already in the works). For example, I want to see across all my engagements which of them have successfully loaded all Save It required documents – or perhaps more likely which engagements have tasks that have been tagged to be uploaded to Save It once marked ‘completed’ (but which are not yet marked as such).
Fred Yorke
| Workspace Territory | United States |
What's the status of this?
Hi everyone! Thank you for submitting and voting on this idea! Our team is reviewing this now to make sure it's assigned appropriately, thank you again!
This is a great idea and would be very helpful to streamline engagement compliance.