Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 20 votes in total. Thank you for your feedback.

Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

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Content Marketing

Showing 434

Plan views shared with me

We need to see who shared a plan view, also be able to delete a shared view from my list. In theory this list could grow to an extremity long list that I can't edit and with views that is not applicable/needed for me. As a minimum requirement at l...
1 day ago in Content Marketing / Plan 0

In the Global Search, tasks that are "On Hold" should populate in the search results

Our users rely heavily on the Global Search bar to find their tasks. We've discovered that tasks in a status of "On Hold" do not populate in the Global Search results. Optimizely support informed us this was by design, as the global search bar tre...
2 days ago in Content Marketing / Miscellaneous 0

List view incl budget and financials

Hi, in order to get an overview of campaigns that has a budget and be able to follow-up we are asking to include some columns in the list view. See attached.
3 days ago in Content Marketing / Plan 0

We would like to disable the time a step is due in a task

All of our task steps are due EOD. It is very time consuming to have to set each step in each task to that time. We would like to be able to either turn off all times due, and only have a date, or set all times to a default time.
4 days ago in Content Marketing / Tasks, Campaigns, and Events 0

Board view is too limited

We'd love to use the board view for stand-up meetings to review progress, but the sizing of the window is impossibly small and can only display one task at a time -- super impractical for any kind of review. Why have the board view if it's not a u...
7 days ago in Content Marketing / Tasks, Campaigns, and Events 2 Investigating

Bookmark or favorite campaigns/tasks

As someone assigned to multiple campaigns and tasks, I would like to be able to bookmark or favorite some tasks or campaigns so that I can quickly access them at any time.
8 days ago in Content Marketing / Plan 0

Set default library upload folder

I would like to be able to set the default folder for all uploads to the library so we can review the files to make sure it matches the naming conventions, file guidelines for what should be published in the library and sort it into the correct fo...
8 days ago in Content Marketing / DAM/Library 0

Feedback

For Fields - allow sub-fields or conditional fields. For example: Audience > Clergy 2. Clergy > 3.Member 2. Clergy > 3. Leader
9 days ago in Content Marketing / Settings + Configuration 0 Future consideration

More details in Fields page

I would like to see how often a field is used and see all of the templates a field is used in to make it easier to deactivate fields we no longer need or know which forms will update when I edit a field. This is a repeat of another request.
11 days ago in Content Marketing / Settings + Configuration 1 Future consideration

Plan fields allow for "or" condition, not just "and"

We would like the ability to use fields when doing filtering in the Plan view with an 'or' condition, not just 'and'. For example, if someone wants to see all of the tasks they're watching and tasks they have an assigned step in, they currently ha...
17 days ago in Content Marketing / Plan 0 Future consideration