572 results found
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View Field Usage
Sometimes, when I make edits to fields or want to remove them, I would need to adjust logic on templates, routing rules, etc. It would be great if we could have a column in the fields area that would note where the field is in use across templates, workflows, and routing rules so we could adjust those settings more easily vs just having to blindly click into all areas we think it might be to make updates
6 votes -
Bulk Import of Objects (Tasks, Campaigns, Events, Requests
We'd like to be able to upload a spreadsheet of items into the platform to generate tasks, campaigns, etc.
5 votes -
Grouping of notifications for same requests
The amount of notifications/emails from the system is a bit overwhelming. I understand that we can turn them off completely but it would also be helpful if, at least on the app side, notifications were rolled up to whatever is the most recent. As an example, I currently have over 130 notifications sitting on my list but there are multiple notifications lumped together and spread out for the exact same task. It would be helpful if the most recent notifications would appear on the list in order with an expandable view of related notifications that were sent previously by the…
3 votes -
Sort All Columns in Plan Module
I really need to be able to sort ANY column in List View. Right now, only a few are sortable, which means I have to export the view and then sort in Excel if I want to arrange my data. It's frustrating and time consuming to have to leave the platform.
3 votes -
More Descriptive Notification Messaging
Currently, when changes are made to work requests, for example changing the priority level, etc., the notification message just reads 'The requester has made changes to the request….'
If it could be changed to something with more description/information like 'Natalia has changed the priority level of the work request….', it would be very beneficial.8 votes -
Add Card Counts for Rows in Board View
As a user, I can see the count of cards next to each column name in the board view. I would like to see the same style of information on the rows, especially when using "group by".
2 votes -
Uploading Content to Completed Tasks
Once someone marks off the last workflow task in a task, you're no longer allowed to upload anything to the content section unless you go back into the Workflow and uncheck a step first.
We want the ability to upload files to "completed" or "archived" tasks without having to re-open the task.
1 vote -
In-Campaign View Editing
Unable to edit columns within campaigns // OUTSIDE of 'plan'.
This makes managing & organizing large groups of tasks difficult - to get around this, a user has to create a custom view.
Requesting the ability to add & edit columns within the campaign (under the "activities" tab)
1 vote -
Possibility to see who has created and/or edited a workflow or a template or a field
As one of several admins in the setup phase, I want to be able to see who has created and/or edited a workflow, or a template or a field. Currently I have no idea if it is something I created, or someone else, and we either end up having a jungle of everything, or I delete something that someone else or an agent needs.
This would preferably show both in relation to the workflow, and be a possibility to extract a report with the information.
1 vote -
List View enhancements
It would be nice to have the list view be the default instead of tile view. The tiles are not helpful.
If tile view HAS to be default, can we change settings on my end to have it be list view instead of having to change it to list every single time?
We'd like to be able to see the full title of the attachment name w/o having to pull the field over (its like this is an excel file??)
The file size doesn’t need to be there at all.
We don’t need to see who uploaded it.
We want…
1 vote -
Collections to support granular/restricted visibility (respect asset or folder permissions, or an explicit access list)
Today, a Collection in CMP has no access list of its own and does not inherit or enforce the permissions of the assets or folders it references. Once an asset is added to a collection, it becomes visible to every internal user with Library access across the organisation, regardless of the asset's own sharing settings (private, team-restricted, etc.). There is currently no admin setting or custom role permission that restricts a collection to a defined set of users or teams, and no privacy/draft state on the collection itself.
The only lever that exists (password, expiration, renditions) governs the external public…
1 vote -
permissions on a child campaign or campaign template
Please allow the ability to override inherited sharing permissions from parent campaigns to child campaigns and also on campaign templates saved from existing campaigns.
1 vote
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