575 results found
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Title: Bi-directional field sync between Hypothesis Brief, Fields tab, and Plan view
Description: Enable field updates made in the Fields tab or Plan view to automatically update the corresponding fields in the Hypothesis Brief, ensuring the Brief remains an up-to-date summary for stakeholders without requiring manual cross-updates.
17 votes -
Conditional / Dependent Fields in CMP & DAM
We would like to see support for dependent fields across CMP objects — specifically Tasks, Campaigns, Work Requests, and Assets. The core need is for one field's value to dynamically control the behaviour of another field on the same form.
Core Use Cases
- Show/Hide Fields: Selecting "Requires Translation? → Yes" automatically reveals a hidden "Target Languages" field. If "No", the form stays clean and hidden.
- Make Fields Required: Selecting" Is Paid Media? → Yes "dynamically forces an "Approved Budget" field to become required before the user can proceed.
17 votes -
Enable automatic Team assignment for new CMP users (provisioned via SCIM)
Organizations using SCIM provisioning to automate user management in Optimizely CMP need the ability to automatically assign newly provisioned users to a default Team. Without this, user provisioning is only partially automated and requires ongoing manual administration to ensure new users can access the Tasks and Campaigns they need.
Background
Following our migration to OptiID, management of CMP Teams moved from CMP to the Optimizely Admin Center, where Teams were initially managed within the Groups section.
Newly provisioned users (e.g. Creators and Admins) could be automatically assigned to a Team providing access to all relevant Tasks and Campaigns (as before…
11 votes -
Cross-Instance Asset Sharing & Synchronization
Introduce a native Cross-Instance Asset Sharing & Synchronization capability that allows users to securely share, reference, or synchronize assets between DAM/CMP instances without requiring manual downloads and uploads.
- Share assets across instances through a secure "Share to Instance" action.
- Option to synchronize assets automatically, ensuring updates and new versions are reflected across connected instances.
- Preserve metadata, taxonomy mappings, permissions, renditions, and usage rights during transfer.
- Allow users to reference a source asset without duplicating files, creating a "single source of truth" across instances.
- Support sharing assets directly within CMP workflows, work requests, campaigns, and approvals.
- Provide administrator controls to define…
12 votes -
Spike Smart Duration + Sequential Due Date Issue with Due Dates going to the past or going out of order
When a user completes a step on a Task made using a template, the Step Due Date is updating to a past date. This is causing the cascading update to Smart Duration. The original issue was thought to be that the Smart Duration is working as expected. But its really the first date being on a wrong date that is causing the whole problem. On the screenshot attached, notice how an action taken on June 12 is making the Due Date shift to June 9th automatically. Which should not happen.
- Due Dates should not update just because of completion of…
13 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.
22 votes -
Need a new role with less access than Super Admin to provision new users
We want to provide our internal IT Support team that manages provisioning of new user account and access setups with just enough access to create and manage user accounts in CMP, but the only current role that would meet this requirement is Super Admin, which provides way too much additional access.
11 votes -
Re-assign Campaign and Tasks when Users are Removed
When Users are deleted from the platform on leaving the team (or business), all Assets, Tasks and Campaigns are orphaned, and there is no way to bulk view or assign them - you have to go into each one individually and re-assign it.
As there is no ability for Assets, Tasks or Campaigns to be owned by Teams and not individuals, and we have certain Users who own thousands of Assets, this is a potential massive headache in the event this user leaves, or changes roles.Please introduce better tools for re-assigning ownership of items as opposed to everything having…
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.
17 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.
16 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.
13 votes -
CMP integration to Account Engagement/Pardot
We understand there is an integration between CMP and Marketo. We are looking for a similar integration to Salesforce Account Engagement.
3 votes -
Improve reporting on Social Publishing
We want reporting on the impact of social posts, similar to sprout social so that we can leverage CMP directly for this purpose: Video views. Competitor engagement. audience growth. Paid vs organic performance. Post performance.
7 votes -
Add downstream dependencies to the Related activities linked within a task
Currently, the Related tab allows us to link tasks that the current task depends on (upstream dependencies). However, there is no way to link or view tasks that are dependent on the current task (downstream dependencies).
We would like to see an additional relationship type, such as "Blocks" (or similar naming), that allows users to designate tasks that cannot begin until the current task is completed.
This enhancement would provide a complete view of task dependencies by enabling users to see at a glance:
Depends On: Tasks that block the current task from starting.
Blocks: Tasks that are blocked by…6 votes -
Filtering Options in the DAM
Two different ideas for filtering in the DAM
1. Just field group
2. Recommended set of filters with the others being hidden (i.e., not having to chage the filters every time13 votes -
Efficiency dashboards - Who is completing a step by due date
It would be great to be able to view who is completing a step by the due date
2 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.
10 votes -
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.
3 votes -
Requirement to select more than 100 assets at a time in the DAM
It would be great if you can select more than 100 assets at a time in order to be able to edit in bulk.
13 votes -
Automatically Add Designated Watchers Based on Workflow
We would like the ability to designate default watchers at the workflow level. When a workflow is applied to a task or hypothesis, those designated individuals would automatically be added as watchers.
Today, users are only automatically added as watchers if they are assigned to a step within the workflow. However, there are many cases where stakeholders need more visibility into progress and updates without owning any workflow steps.
Proposed Enhancement:
Add a "Default Watchers" section to workflow configuration.
Allow workflow administrators to specify one or more users as watchers.When the workflow is used to create or update a…
3 votes
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