446 results found
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Duplicate a step (including substeps) in a Workflow
Duplicate a step (including substeps) in a Workflow. When I need to add another review, it would be nice to copy the previous review step with all of its substeps in the existing Workflow.
18 votes -
Read only taxonomy field
We need to, via API, create a bespoke unique identifier for each newly created asset and store that in the taxonomy. Once entered in the taxonomy the value should not be editable. This ensures that published assets, especially printed ones, can always be identified by this field.
14 votes -
Set up recurring tasks once that creates separate tasks based on the frequency
We have weekly, monthly, annual and bi-weekly tasks that need set up. Currently, I have to set up 52 tasks per weekly task, etc. It would be nice to set up one weekly task with a start date/end date and frequency so that Optimizely creates separate tasks for said frequency instead of manually creating separate tasks.
5 votes -
Functionality to bulk edit dates of all activity within campaign
Please can you add functionality to give the option to bulk change the end dates of all tasks and events within a campaign. I changed the end date for a campaign, thinking this would then update the dates for each task/event, but found that I needed to adjust each one individually.
36 votes -
Ability to export efficiency dashboards data
It would be great to be able to export data from dashboards to excel or other systems
12 votes -
Paste Screenshot in Comment
Can we make it possible to paste screenshots or images in the comment itself without having to add it to an attachment? It would be really helpful for our web team if we could easily show where we need fixes without having to upload an image that might get saved to the DAM.
4 votes -
Add a “Requests by Assignee” view to dashboards
Add a “Requests by Assignee” view to dashboards, showing who is assigned or approving each request, rather than who raised it. This helps track ownership and progress more effectively.
4 votes -
Enable editing of key fields directly within the Plan module, including fields such as Depends On, Status, and Cur
Currently, these fields cannot be edited inline and require opening each individual item. This slows down workflow management and makes bulk updates or quick adjustments inefficient. Allowing inline editing would improve usability, speed up resourcing and timeline changes, and reduce administrative effort when managing multiple tasks.
4 votes -
Ability to highlight the size and importance of a task
It would be helpful to have a default field in work request forms/briefs that encourage the user to highlight the size of a task (small, medium, large) and also express whether urgency is high, medium or low.
7 votesWe are currently exploring a solution that would allow team managers to provide qualitative estimates (e.g. Story Points, T-Shirt Sizes) to steps. TBD if we will also allow these estimates in Work Request forms.
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Multiple owner
Ability to tag multiple owners for a task
5 votes -
Proposal to Update Default Watcher Assignment in Workflows
Current Challenge:
The current workflow automatically assigns all participants as watchers on every task. This approach results in excessive and often irrelevant notifications, creating unnecessary noise and reducing overall efficiency.
Proposed Change:
Update the default behavior so that no watchers are automatically assigned to tasks. Instead, individuals can opt in by adding themselves as watchers for tasks they wish to monitor.
Result:
Reduce notification overload for team members.
Improve focus by ensuring only relevant updates are received.
Empower users to control their level of engagement with specific tasks.6 votes -
Set an approval step in a task as Rejected
In a workflow, it would be useful to have the option to set the status of an approval step in a workflow as Rejected and be able to proceed with the task.
Right now, the only option is to mark the step as approved even when the content in the task would be rejected, which is very confusing.
7 votesWe already have a skip option at the task step level. That should function as a Rejected option to steps that were rejected. Happy to hear if there is more to the requirement.
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Monday (not sunday) as first day of work week in Plan module
It would be great for users to be able to customise their view to make Monday the first day of the working week by default (and or the option to hide weekends from the calendar). This would help to avoid accidentally scheduling work on Sundays.
16 votes -
Ability to copy a work request as a template (regardless of status)
Its time consuming to have to complete the same fields in the same form from scratch everytime, for recurrent similar tasks.
I want to be able to copy pervious work requests (regardless of status) to be used as a template to avoid duplicating field completion. I can see a "copy" button on WR's until the point they are accepted, then it disappears. I want to be able to do this on any WR regardless of their status.
6 votes -
Make it possible to save different pieces of content in the same task to unique DAM locations.
We often add design elements to a task that will result in a new piece of content being created. The design elements should be located in a separate folder in the DAM from the finished asset. For example, two headshots will be added to a final graphic. The headshots have a unique location in the DAM, and the final graphic has a unique location. Right now, it is a one size fits all strategy. Within a task, all content is saved to the same folder in the DAM. Can it be made possible to save content in the same task…
11 votes -
Lock Expiry Date Field in Pod Workflows Post-Review
We need to ensure expiry dates in Pod workflows remain accurate and compliant by preventing unauthorised edits after review. Currently, users can change the expiry date field even after it has been reviewed, which risks compliance issues and undermines governance efforts.
Please implement a lock on the expiry date field once a designated reviewer (e.g. Marketing Compliance) has completed their step in the workflow. This will:
- Prevent accidental or unauthorised changes
- Reduce manual monitoring
- Support consistent asset governance
If full lockdown isn’t feasible, a conditional lock or warning prompt would be a helpful interim solution.
14 votes -
CMP: Multiple Assignees for Tasks
Allow more than one person to be assigned to a task (currently limited to 1 person or 1 team). This flexibility, already available in Requests, would help manage collaborative work more effectively.
3 votes -
Automated Assignee for Time Off
Allow automatic reassignment of tasks when a user logs time off, so assignees are temporarily replaced and work continues without manual updates.
3 votes -
Add a save drafts / auto-save feature
Add a save drafts / auto-save feature in the Request module and comment fields, so users don’t lose updates or notes if they can’t complete them in one go. Currently, auto-refreshes can cause comments to disappear, so this would prevent data loss.
2 votes -
Plan: Filtering by Campaigns
In Plan View, Filter, Campaigns - Select Campaigns.
Don't have the option to search by the Campaign number like you can everywhere else in the platform. Others experiencing this issue also.9 votes
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