233 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.
22 votes -
Should be able to recover deleted campaigns from recycle bin
Being able to recover campaigns, not just tasks, from the recycle bin is a must-have for a work management system. We had an experience that showed how risky it is when that option isn’t available, especially when important campaigns are at stake and can be deleted by mistake. We hope that this a supported feature is on the product roadmap.
12 votes -
Tab/Section For Final Campaign Results
We need to configure a centralized Post-Campaign Results section within our campaign workflows to standardize how we report on performance. More specifically, we require custom fields or a dedicated analytical format that allows team members to input final data points such as overall social engagement metrics, webinar attendee/conversion stats, paid digital performance, and total leads generated. The goal is to move away from spreadsheets and move into Optimizely to ensure that every completed campaign has a structured, searchable record of its impact directly within the platform for future benchmarking.
11 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.
9 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.
10 votes -
Consistent Display of Asset File Format Across All CMP DAM Views
As a content editor working daily in CMP DAM, I need to quickly identify and select the correct asset based on file format, since some file format uses lossy compression.
Currently, the file format is only visible in Grid View and is missing in List, Category, and Detail Views, which makes asset selection unreliable and inefficient.
My goal is to have the file format clearly and consistently displayed in all views, so assets can be confidently selected.
9 votes -
CMP Calendar Date Inconsistencies
The end date the calendar pulls in the original end date set by the user. The task displays the actual end date, and the original end date is hidden. It is visible if you unmark complete which is not helpful to us.
I would ask that both the original end date and actual end date be visible in the task itself. The business use case is we need to track postmortem both dates to discover why tasks were late or finished early and the impact this has on our project planning.
We ask for the calendar to reflect the actual…
6 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.
9 votes -
Add step assignees and step due dates to Plan > Board view CSV export
We're looking for a CSV export that contains the following information:
campaign name, task name, step name, step assignee, step due date.In Plan > Board view, each card shows you all that information, but the CSV export of that view doesn't contain step assignee or step due date.
We'd like the CSV functionality to be enhanced to include step assignee and step due date which will help us with content ops reporting.
6 votes -
Once a workflow is created and an existing asset has been added allowing that asset to retain it's meta data instead of replacing it.
At the moment if an existing asset is added to a task where a workflow is already added the fields within that existing asset are blanked and whatever is in the task fields are used. This is regardless of if you toggle not to inherit fields from the task.
We'd like to be able to keep the metadata in the fields of an existing asset and for it to be used at task level when added.
6 votes -
'Note' field when logging time off should be blank
The field where you log time off is misleading - the 'note' field should be blank not pre-filled with 'PTO'. Screenshot attached.
4 votes -
Make AI reviewer functionality available in the workflow comments too
AI reviewer functionality is only available under the description in the workflow not the comment area (see image attached). Outcome: make the functionality available in the comment area too
5 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.
6 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.
6 votes -
Multiple owner
Ability to tag multiple owners for a task
7 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.
6 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.
6 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.7 votes -
Public WRequest Submission
Customer needs other business units in the company who do not use CMP to submit work requests. Allow for email to be captured through SSO, and for users to be able to submit a form using a Public URL. Recipients are then notified through Email notifications.
6 votes -
Add ability to tag in Microsoft files
We can edit, comment (plain text), and track changes in Word docs and other file types in the CMP...but we can't tag other users. This seems like an odd deficiency and it would really help us to be able to call out other users who specifically need to address certain sections of each file. Otherwise, it's very difficult to utilize the functionality of having these files in the first place. The idea is collaboration, and not being able to use tagging to essentially "assign" feedback to the correct user limits the use of this feature.
3 votes
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