Feedback

Data location field only lists single countries, but actual data location is not always known and not always relevant, because it is enough to know data resides in the EU. Please add an option "EU" to the list of possible locations.

Possibility to create subtasks for complex tasks, incident mitigations, risk mitigations, supplier onboardings,... Including the linkage of tasks from e.g. a non-conformity linked to an action plan + risk treatment tickets

It has been identified that tasks can currently be closed using a future date. Allowing a future closure date does not align with expected behaviour. Please update the functionality so that tasks can only be closed with the current date or a past date.

Please introduce an option to control which authentication methods are available to users at the time of user creation. Administrators should be able to specify whether a user can log in via Local authentication, SAML, or both. Allowing users to create and manage a password directly within Formalize for Local login is not inherently insecure. Providing this flexibility would allow organizations to: Assign both Local and SAML authentication to users who require dual access. Restrict certain users to SAML-only login where appropriate. This enhancement would improve administrative control, reduce friction during onboarding and offboarding, and better align authentication methods with organizational policies.

It would be highly beneficial to have the Departments configured under General Settings automatically available across all relevant modules, such as Risk, Tasks, Incidents, and also within the User creation process. Currently, having separate custom department fields in each module creates duplication and limits centralized management. Inheriting Departments from a single, centralized configuration would improve consistency, reduce redundancy, and enable better organization of Risks and Tasks by department.

There should be the option to synchronize users of a specific Entra Group to Formalize, so I don't have to create users in formalize manually. Currently I can only sync full list of all users as employees to formalize, which are not used for login permissions as users.

I was trying to select multiple assets and update a specific field in bulk, but is not possible. This functionality is currently available for the Suppliers resource, but it is not available for all other resources. Having this feature available across all resources would significantly improve usability.

We’re enabling custom fields on the evidence entity itself, not just on evidence submissions. This gives you greater flexibility to structure and categorize your documentation according to your specific processes and reporting needs.

The possibility to re-send all the policies pending acceptance to the employees that haven't accepted them yet.

A central overview of which employee has/has not accepted which policy.