Hi there - I see that in this next release, there will be more ability to customize Cheat Sheet sections. That’s all well and good, but what we need is to filter the actual data that’s going into Cheat Sheet. I agree with this idea about adding more data sources into Cheat Sheet, but this idea is strictly related to Timeline entries.
Right now, we’re stuck with every Cheat Sheet looking at exactly the last 6 months of all Timeline entries. Our issue is that we automate quite a few milestones (CSM change, Status change, Stage change, etc.), which are helpful in other areas of the product, but are more or less useless when it comes to Cheat Sheet. I’d like to be able to filter out Milestones for Cheat Sheet, but this is not possible. While we’re at it, I’d like to be able to filter on the following:
- Type (as mentioned above)
- Milestone Type (just in case we do want to include some milestones
- Activity Date
- Custom fields
Thanks for considering.
