79 results found
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Export of Plan/Saved Views via open API
Export Plan data or Saved views from CMP via the open APIs. As of now, no Open API is available for this. We can export Campaign, tasks, users, fields, etc. but there is no way to associate them together to create a plan. I Believe this should have already been there as plan or saved view is a major component in CMP and since there is already a way to manually export this data into csv files, there should have also been a way to automate the export.
3 votes -
Improve search engine results please
We've received feedback that the search functionality in Plan feels quite limited and does not return expected results. For instance, searching for 'news article creation' brings up anything containing 'creation' rather than prioritising the full phrase. While using quotation marks improves accuracy, users don’t expect to rely on such techniques in modern web searches. Given the advanced AI capabilities within the CMP, the current search experience feels surprisingly restrictive. Most users expect intuitive search that works with natural language inputs.
Can you update me on whether this is on your roadmap please.
3 votes -
Ability for non-Admins to generate reports
Many users who are not admins need to have the ability to generate reports. Can there be a new seat permission level created to allow for this?
2 votes -
My Assignments inbox update
Marketing Automation Manager that has many tasks running at one time.
I am wanting to reduce the number that is in the "my assignments" inbox by having applicable filters. Example: I have 24 "assignments" showing up currently but they are assigned to my entire team. They are not relevant until they get assigned to an individual so I don't need to see all 24 at this time. Would love the ability to check a box that says "my work" that would be for things I am assigned to by myself. Another option would be able to hide the overdue, today…
2 votes -
Would like to receive email notifications when a step requires my Team's action
We utilize Teams in Optimizely to put work into Team Queues. Steps in our workflow are assigned to those teams.
However, users on those Teams do not get a notification when it's their turn in the workflow, because that's not an option at the Notification level.
Today the choices are:
- Receive a notificaiton when a step is assigned to you or your team
- Step requires action (notifies you when a step requires your action)We'd like that second option to be inclusive of Teams as well. If you are on the Team, it should notify you. Today it…
1 vote -
Allow Opal to Query All Tasks/Steps Assigned to Me
As this is available in the Plan View, I thought it would be relatively simple to implement a version of this so that Opal can easily find all tasks that are assigned to me
1 vote -
Sorting in the Board View
In the Board View, you're able to Group by Date, but from there, there's no option to sort the dates so that the tasks with the most pressing due dates appear first
1 vote -
Apply group fields to tasks/assets
Would like to have the option to apply field groups on the task/asset level in the CMP and not just when you are directly uploading to library.
We know the capability of field inheritance from WR to campaign to the task but if we need to add/replace it would be great to be able to apply the field groups in the CMP portion of the platform as well
2 votes -
Tickets sorted as per calendar Due dates in board view
As a manager I would like to have the board view with due dates in the columns. The due dates should be the actual calendar dates like, 1-July, 2-July, 3-July and so on. Now the due dates is taken as Today, tomorrow, future which is of no use if I want to check the bandwidth for the entire week.
By having the actual dates we can see the weekly task allocation within the team.
1 vote -
Hypothesis API
We would like to have an API to manage Hypothesis. This API should return any details related with an Hypothesis, like campaign parent , experiment url , etc
1 vote -
Ability to update what the subject line is of the auto email notification that comes from Opti
If we had the ability to update the Subject Line of the automatic email notifications I think it would be more in line with how the Marketing dept sends emails expecting response and help with notification fatigue from Opti
1 vote -
Ability to insert a new step in a workflow where you want it not at the bottom of the workflow
Marketing Manager with workflows that have a lot of steps and sometimes new ones needed to be added. If the task has 40 steps and I need to add a new step I have to currently add to the bottom of the workflow and drag it to where I want it. It would be better if we could insert where we wanted it or change the # of the step so the system can automatically insert the step in proper order.
1 vote -
Implementing shared block functionality via CMP publishing
A user wants to be able to use Shared Blocks in the CMP in the same way as one can in the CMP so that the CMP/CMS publishing integration can benefit them effectively.
'In terms of actually using the publishing integration feature on CMP, it may not be entirely useful for us when using shared blocks (which we use on almost every page we create or edit).
When editing these shared blocks on a page, you have to publish the individual block, not the whole page, for any changes to appear on the page.
However, if we’re editing an existing…
1 vote -
Article Preview - Missing Styling
When sharing a preview URL for an article, the styling (bold) is lost.
1 vote -
Deleting Steps with Substeps
Would like to just be able to delete a step with a sub-step without having to delete all of the sub-steps underneath.
1 vote -
Customize a big campaign template start and end date/times based on start and end time of the main campaign
Allow users to customize the "Starts in" dates in a large campaign template.
I need to update the start times for each sub-campaign and task based on the main campaign's start and end dates. Currently, these are set randomly. Tasks could be set up more quickly if the system already knew their start and end dates, which should be determined by the main campaign's schedule and the specific requirements of each task type.
1 vote -
Multi Instances Simultaneously
The ability to be in multiple instances simultaneously. Right now, if we have multi tabs opened for different content/task/view in a single instance, when we change instance in a tab (new or existing), all the other tabs are forced to change to that instance as well. This makes us lose all the other tabs we had previously opened.
For example, we are in instance 1, with tabs opened for a board view, list view, a campaign, several tasks opened, and a powerpoint opened. When we switch to a instance 2 in another tab, all these tabs are forced to switch…
1 vote -
Board View Task Status
In the board view within planning, the cards (tasks) does not have the option to show their current status (Not Started, In Progress, etc). This does not allow the team to quickly see what status the tasks have.
1 vote -
Request to have two additional status in CMP
· In review - work is completed and under stakeholder or QA review
· In rework - feedback was received and updates are underway1 vote -
Notifications Box Improvement
I am suggesting improvement to the notifications box. The notifications is how I primarily work in Optimizely. I do not prefer emails as a way to keep up with my work.
- Having the ability to view removed notifications in case you accidentally remove one before you are ready would be nice.
- Figuring out a way to condense notifications for the same task would be nice. There are times that I get a notification when someone comments on an attachment, tags me in a comment and a task moved back into my step. Three separate notifications for the same thing. Seems…
1 vote
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