Link to cards in public view
Feb 01, 2024
Need a way to link to cards in public view so that sharing of cards is possible.Ex.https://cogency.cogency.io/public/board/roadmap/1061
Files as Standalone Module
Jan 18, 2024
We need to expand on some of the files module functionality, making it a standalone moduleAdd link to the sidebarFiles should be allowed to be tagged by project
Add Chat to Boards
Nov 29, 2023
Similar to Pages, boards need a way to display the chat module in public mode
Add Chat to Pages
Nov 29, 2023
Today we have been asked by a customer to implement the ability for them to add/ embed our chat module to a Page. Upon a deeper discussion, this what was outlined:The visitor (external user) is asked to provide an email, and possibly their name, and start chatting. Behind the scenes, an external user account is created, and their contact info would end up in the Leads section to be reached out to them, if need be.
Upgrade sketch to v0.17.0
Nov 16, 2023
Sketch excalidraw component has been upgraded to v0.17.0. For details please refer to https://github.com/excalidraw/excalidraw/releases/tag/v0.17.0
Show/Hide card number
Nov 08, 2023
We have received a customer request to show/hide the card number. This should be added as as board preference
emojis in chat
Nov 01, 2023
We need to be able to add emojis to chat
emojis in card
Oct 27, 2023
We need to be able to add emojis to card commentsAdd emojis inside wysiwyg editorAdd emojis as quick reply of a card
Customize sign-in and meeting pages
Oct 13, 2023
In Settings > Layout we need to combine all settings that pertain to page customizationsSign-In pageMeeting page
Sticky editor toolbar in card
Oct 12, 2023
When content is rather large, the editor toolbar is hidden due to scrolling down. We need to make it sticky so that editing content without having to scroll up.
Add watchers to cards
Oct 10, 2023
Need to add watchers to cards where a watcher will benotified when the card changes status is updated ( aka any change made to the card )The process of becoming a watcher should be super simple where all the user has to do is click on the icon to be added a watcher, and click again on the icon to be removed
primary picture in card in board view
Oct 07, 2023
For a better overview, I would need the possibility to give individual tickets title pictures that are displayed in the board view.The customer has requested to be able to assign a primary picture to a card, that would be displayed in board view.See example below
Wysiwyg in card description
Oct 05, 2023
Need to change the markdown editors to use our standard rich-text implementation
1. card description editor
2. card comment editor
Static Meeting Link As Default
Sep 29, 2023
As per a customer request, we should allow for external meeting links to be set as defaults to be used when meetings are scheduled through the Scheduling Pages.
When meetings are scheduled, the only options are Cogency Video, Zoom, Google Meet, Webex, and Office 365
Work-around: Once a meeting is scheduled, the meeting host must go into the meeting editor to update the link to an external link( ex. https://butter.us )
Meeting host specifies an external meeting link ( static link that does not change ) to be assigned to every meeting scheduled through a specific Sche...
Sep 27, 2023
The left-side menu needs to be collapsible. The state must persist, and be per user settings.
clear out leads
Sep 26, 2023
Need a way to archive old leads from the table.
Sep 26, 2023
Boards are not working well in mobile view. That needs to be fixed.
upgrade to latest version
Sep 22, 2023
The latest version of Excalidraw (as of 09/22/2023) is v0.16.
New features and updates include:
1. Background Color - The background color of the sketch can now be changed. ( white is default )2. Embeddable Urls - External sites can now be loaded into the sketch.3. Frame Tool - Elements can now be grouped under a parent container.4. Eraser Tool - Elements can now be erased from the canvas5. Undo/ Redo - Changes can now be reverted/ re-applied
support ticket notifications
Sep 19, 2023
Added support ticket notifications for new/ unread tickets. See screenshot below
Sep 13, 2023
Once the notifications are marked as read they are not available to be viewed again. Sometimes some data like a link to a specific Board card is included in the notification. Some customers voiced a desire to have the ability to view the history.
Let's implement that :)
embeddable custom forms
Sep 08, 2023
Referencing the ticket on Embeddable Pages we need to design a very similar process where purely Custom Forms can be embedded.
pages default theme inside theme selector
Sep 06, 2023
Some customers expressed that the X to remove a theme is not very intuitive. Another place to add it is inside the Theme Selector as Default Theme.
The functionality would be exactly the same as removing a theme.
Sep 06, 2023
Need a way to allow the user to embed a sketch into their sites. ( similar to how scheduling pages are being embedded )
Sep 05, 2023
Need a way to allow the user to embed a
into their sites. ( similar to how scheduling pages are being embedded )
Sep 05, 2023
Pages should be embeddable, just like the scheduling pages are.
There are a couple of things to keep in mind:
Ability for the user to hide all styling, essentially allowing them to embed just the content of the Page
To keep all the functionality that comes with Pages, we can only allow embeddable iframes
support for arabic language
Aug 27, 2023
Several clients have expressed the need for the Arabic language support. We need to enable that.
Aug 25, 2023
Please consider linking the output of custom forms into a card in the Kanban Boards area. This creates a simple way to send requests to a 'backlog' for follow up and prioritization. Great platform!
Need a way to create a new card upon a Custom Form submission. Need to consider linking a Custom Form to a specific column in a specific Board
custom form templates - step 1
Jul 31, 2023
We need the ability to generate Custom Form Templates. Then, Custom Forms should be generated off of the templates with one click.
custom form to render within page editor
Jul 20, 2023
When a custom form is added to a Page, the page simply shows what custom form it is linked to. We need the ability to see the actual custom form in rendered view inside the editor to better/ quicker visualize the page.
custom form to render within scheduling page editor
Jul 10, 2023
When a custom form is added to the scheduling page, the scheduling page simply shows what custom form it is linked to. We need the ability to see the actual custom form in rendered view inside the editor to better/ quicker visualize the page.
Add Files to comments
Jun 30, 2023
Need to allow file upload in the description and comments of a card
add monthly/annually option in pricing plans
Jun 26, 2023
We need to have an option for annual billing.
add multiple users at once
Jun 16, 2023
When adding users, the User Selection Popover closes automatically after one user is added.
We need to allow for multiple users to be added without having to click the + button.
show provider in upcoming meetings quickview
Jun 15, 2023
When looking at the upcoming meetings section, it was not immediately clear what integration provider the meeting was linked to. This update provides an easy way to recognize the integration provider from the quickview.
Quote-reply in Discussions
Jun 14, 2023
As per user requests, we need to add a couple of minor features to the Discussions Module
A user should be able to highlight a portion of the text and include that in the reply as a Quote
A user should be able to hit Ctrl + Enter to jump to a new line without sending the message
Jun 05, 2023
In addition to Zoom, and Google Meet we should integrate with Webex.
App Hub: Webex App HubDeveloper Sandbox Guide: Build - Developer Sandbox | Webex for DevelopersIntegration Overview: Build - Integrations | Webex for DevelopersMore generalized link to our Developer Documentation: Build - Platform Introduction | Webex for DevelopersOverview of our submission process (with a submission checklist): Build - Promote your App | Webex for Developers
Cogency landing page redesign
May 29, 2023
The landing page needs to capture all the features that the Meeting Scheduler v2 is offering.
custom public uRL
May 23, 2023
Right now, when a Page is made public it always goes through the /proxy funnel. We need to allow the user to specify their own custom URLs
Currently Public Page URLhttps://cogency.cogency.io/proxy/OR9
Desired Public Page URLhttps://cogency.cogency.io/public/board/roadmap
Cogency Video - Loading Sketch/Board Fail-Safe
May 12, 2023
Bug DescriptionWhile on a video conference, when loading a sketch/ board, the module is supposed to load for all participants. However, in some edge cases some participants did not get the sketch/board loaded. Unfortunately there was no way to reload it unless the participant left the meeting and re-joined it again.
FixWe have added the Refresh control to allow anyone to reload the sketch/board at any time manually.
upgrade Cogency video to v2.0.8319
Apr 25, 2023
Need to upgrade Cogency Video to v2.0.8319. That version enables the following features
video - prejoin screen
Apr 25, 2023
We need to have a prejoin page before the user joins a video meeting to allow for some settings to be done by the user
Virtual background selection
Verify camera/mic are working
customizable dashboard - pt 2
Apr 25, 2023
Need to design a dashboard that offers:1. Ability to customize the layout2. Add/Remove widgets3. Offer shortcuts such as start meeting
customizable dashboard - pt 1
Apr 11, 2023
Need to design a dashboard that offers:
Ability to customize the layout
Offer shortcuts such as start meeting
scheduling page designer v2
Mar 28, 2023
We need to create a scheduling page layout designer that is visually appealing and intuitive ( wysiwyg pattern ).
Sections should be draggable into desired layout
Text needs to be editable right on the page
Ability to add custom pages
Embed the questionnaire and tie it to the consequent meeting
Unable to download meeting notes as pDF
Jan 10, 2023
In the meeting edit screen, when clicking on the PDF button in the toolbar, nothing is downloaded.
add unsplash resources
Jan 06, 2023
Need to add ability to add pictures from Unsplash to Pages and Scheduling Pages
boards - add "move to top" trigger
Apr 11, 2023
need to add a new column trigger move to top when a card is added