570 results found
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Add External URL as Asset to DAM
We'd like to be able to take the external URL content that we work on in Tasks and add it to the library to then be used in our sales portals. For example, sometimes I want to include a website that we have a partnership with but don't build ourselves, or a link to a video uploaded on a video platform.
9 votes -
Apply Workflow Step Changes to Existing Tasks
When updating a workflow's steps, there is currently no option to apply those changes to existing tasks. We would like the option to update existing tasks as our process changes. (As you can do today when making edits to workflow template fields.
8 votes -
Please add a look up for Name (Request Template field
For REQUEST Templates, is it possible to add a look up field for NAME? Allowing a user to search from (1 Active Directory for those with a Single Sign on Connection OR if that is not possible then search from (2 a list of active Welcome Users?
Template Form Creation: Add Field>Create New>Employee Lookup (or similar name
At the moment, I have TEXT fields for Marketing and Strategic Owner in my Request form, but it would be nice to allow customers to look up the employee instead of having to type in a name. Maybe it could be hyperlinked with…7 votes -
Allow Deeper Nesting of Comments
The comment sections only allow for a single level of replies, which is causing confusion for our users. Say I leave a comment asking for review on a PDF. Someone else comments with their feedback, but I have a question about it. I can't reply directly to the feedback. Instead, I have to either reply at the same level (reply to my own comment or start a new thread - both are confusing when you're reading through the chain. Also, this means we either have to be very diligent with @mentioning people, or we miss key updates.
8 votes -
In-Progress Status for Work Requests
It's currently not possible to tell which requests have active work happening in tasks/campaigns based on existing statuses (accepted doesn't necessarily mean work is being done. It would be great if we could have an in-progress status just like tasks. If there is an in-progress task on the request, then the request itself would be marked as in-progress.
8 votes -
Automatically Create Task when Request Accepted
We would love to be able to automatically create a task when a work request has been accepted. Ideally, the system would create the task and pick the workflow based on the completed labels.
6 votes -
Suggest Content During Request Process
Occasionally, we get requests for work that already exists. When that happens, we have to tell users where to find what they're looking for in the library. It would save everyone a lot of time if we could suggest existing Library content during the request process.
3 votes -
Drag-and-Drop Rows in Board View
In addition to re-ordering the columns in the board view, we'd like to be able to do the same with rows/groupings. We like to group by campaign, and dragging important campaigns to the top would make it easier to find what you're looking for quickly.
4 votes -
Add Asset to Multiple Folders
We often build folders for specific regions, verticals, etc. and it would be nice to allow a single asset to be in multiple folders at once. Additionally, it would be great if we could push them to those folders from within the task!
11 votes -
Filter/Sort by Number of Days Overdue
I am wondering if it is possible to apply an advanced filter to the "End/Due Date" of a task that enables the user to filter by the number of days overdue.
For example, if a list upload is overdue an email cannot be sent on the planned email send date. We are looking for a way to flag tasks that are over 3-5 days overdue. The UI already provides this data upon hovering above the "End/Due Date" field -- can this information be leveraged as an advanced filter?3 votes -
Overdue Notification for Watchers
As a watcher, I'd like to be informed when a task becomes overdue so that I can help the team move it along.
4 votes -
Taxonomy Hierarchy
Our taxonomy is very big - some labels could have thousands of options. We'd like a better way to organize it, as there is a hierarchy to the way things fit into verticals, product lines, products, etc.
We want to ensure users only see relevant values. For example:
If the top level label has values of "pets/wild animals" a user picks "pets", then we want to show them "cats/dogs" (and not allow them to pick from the list "elephant/lion". Next, if they pick "dogs", then we want to show them "husky/pug" (and not show them "ragdoll/shorthair".20 votes -
Recurring Tasks
We would like the ability to create recurring tasks, as we have a variety of work types that happen on a set cadence. For example - a blog post every Friday, quarterly reports, and yearly analyst reviews. Currently, we have to copy an existing task for every occurrence. Being able to set up recurring tasks would take the admin work out of it and also ensure we don't miss an occurance!
36 votes -
Custom, Branded Email Notifications
In order to encourage better interaction (opens, click-throughs, etc. of emails from the platform, we'd like the ability to customize the email notifications to represent our brand identify. Ideally, we'd like to have control over the copy, logos, colors, subject line, etc. Users are more likely to open the emails when they feel familiar, and we rely on user interaction to drive engagement in the platform like workflow step completion, comment responses, etc.
9 votes -
View Fields on Calendar Cards
We have created specific fields within templates that we would like to see in the Calendar View when we hover over the card. Specifically, we have created a field called "Publishing Date", which is different than the "Task Completion Date", so we would like to see that when users are in Calendar view without actually having to open the entire card.
5 votes -
PTO, OOO, Holidays, etc. in Calendar (Business Calendar
We would like the ability to set out-of-office, PTO, holidays, and company-wide meetings in the platform. This would be used any time someone is unavailable for task assignment, @mentioning, etc. We would like to block assignment of work and/or send an alert to the person trying to assign work if someone is on vacation, doesn't work certain days (part-time, it's a company holiday, etc.
34 votesWe are looking into future updates for business calendar to support multiple regions, etc. There is no specific timeline for the update.
You can currently set PTO/OOO at the user level. A user can go into their profiles and set PTO/OOO and that would reflect when someone is trying to assign them a step in a task.
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Automatically Add Requesters as Task Watchers
When a request is approved and a task is created from the request, we want to keep the original requester informed of the process. While they can view the task via "related activities" in the request, it would be great if they were also added as a watcher so that they can get task notifications as we go along. We would like to see this for all user roles, including guests.
9 votes -
Requests and Campaigns on Board View
In Task board Plan view, you cannot view Work Requests. Viewing WRQs would be helpful because then we could plan/prioritize work that has not been built out yet, or view larger projects as a whole (rather than only the specific deliverables. We would also like to see campaigns to know the priority and status. (Currently can't prioritize or indicate what is in progress
5 votes -
Group By Columns in Board View
It would be nice to have the option for "group by" to occur in columns vs creating separate collapsable rows.
3 votes -
Comment on Tasks from Board View
Allowing users to comment on task directly from the board view would save a ton of time during daily standups. Right now, we have to click into each card and open the related object in order to make a comment.
3 votes
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