356 results found
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Change logs for templates and workflows
We would like to have a change log of when briefs were edited. At a minimum, we'd like to see who made the change and when. Ideally, we'd also be able to see what was changed.
This would apply to all types of templates (campaign, task, etc. and workflows.2 votes -
Product Feedback: Sub-folders within Collections
requester aoboyle@perfectedclaims.com
Type of issue: Feature Request
Allie OBoyle sent a feedback.
Description: It would be helpful to be able to include sub-folders within collections.
User email: aoboyle@perfectedclaims.com
User id: aoboyle@perfectedclaims.com
Account: Perfected Claims
Account id: 3c3b4c81-14bc-0353-ed72-2d64c544ad242 votes -
My Work filter for step due dates
When viewing my work, a filter that would sort the tasks by when the user's step is due rather than the task due date would be helpful. Several tasks are not due for several months and will be buried under other tasks with steps due far later. Overall, more filtering options would be appreciated on the My Work table.
2 votes -
Need ability to see calendar view of projects based on specific step in workflow
As a Creative Director and Project Manager, I need the ability to see all of my organization's upcoming projects based on a single universal workflow step from a task before that step is being worked on. This will help me get an editorial calendar-like view of all of the work that is going out in a given time period based on something like an in-home date for a print campaign, an in-inbox date for an email campaign, etc.
13 votes -
Copying Template Sections
I would love the ability to copy whole sections from templates to use in other templates. We have some complicated sections that I am continually having to recreate when we create new templates.
2 votes -
Plan view activity type filter synced with column settings
When filtering a plan view - calender you can select activity type 'Campaign', If you haven't toggled the 'show campaigns' it will show nothing. There should be a "warning" to set the toggle alternativly autoset the toggle to 'Show campaigns', otherwise the filter will be useless.
1 vote -
Product Feedback: Task reassignments
requester megan.krier@olo.com
Type of issue: Feature Request
Megan Krier sent a feedback.
Description: How can I bulk reassign tasks from someone else over to myself?
User email: megan.krier@olo.com
User id: megan.krier@olo.com
Account: Olo
Account id: aa857d3b-db7d-2292-ec33-4dfc39817fb02 votes -
Team dashboard
We want to create a dashboard so team leaders can see how many tasks/steps each person on their team has active.
1 vote -
Accordions in WRQ forms
We want the ability to have collapsible sections in the WRQ forms for those forms that are really long.
1 vote -
Product Feedback: SharePoint Document Integration
requester kara.larson@corteva.com
Type of issue: Feature Request
Kara Larson sent a feedback.
Description: My team utilizes SharePoint. Currently, the only way for us to share documents housed in SharePoint within Optimizely is put a link for a document in a brief or a comment. It would be very convenient for our team if we would upload a document from SharePoint, and be able to edit it within Optimizely. The key function we would need is for edits/changes made in Optimizely to sync with the document in SharePoint. Without the function of syncing changes, we end up having to manually update…2 votes -
Overview of ALL assignees of a Task in Plan module
We suggest to enable an overview of who is working on what in CMP´s Plan module, by seeing all assignees of the respective Tasks (not only the Owner or Current assignee
So either it would list ALL assignees assigned to a Task throughout the workflow, e.g.:
| Task Title | Owner | Assignees |
| LinkedIn Climate Risk | John Smith | Sarah Jones, James Donovan, Peter Johnson |
Or having columns for assignee of each step of the workflow, e.g.
| Task Title | Owner | Assignee 1 | Assignee 2 | Assignee 3 | | | |
|…1 vote -
Product Badging - Create rule based on number of days
Current rule only allows a date range. I would like to create a rule that drops a new product badge on items that were created in the last xxxx number of days.
1 vote -
Ability to pull from Library from Attachments
As an admin, I would like to provide the ability for users to pull files from the CMP Library using the Attachments field in templates. Right now, they can only pull files from the Library using the Creative Assets field. Often, we do not pull creative files from the library, we are pulling documents.
1 vote -
Task Templates - load a blank Brief
Hello to the great Optimizely Product team,
We truly appreciate the new Task Templates feature and we are now setting up the Task Templates for the communications activity types which have a dedicated workflow (Social posts, Paid search, Webpage, .... So users only need to select the template and then the Task comes with the preloaded Brief, Workflow or files in Content tab.
However, if there are some mandatory Fields in a Brief template, these must be filled in in the "master" Task serving as a template. Hence, then the new tasks come with Brief with some values (e.g. Business…2 votes -
Collapse all campaigns in List View
I want the ability to collapse all open campaigns with one click while in the List View in Plan.
4 votes -
Drag-and-drop feature for tasks to be moved around in the plan module
As CMP campaigns evolve, sub-campaigns, milestones and tasks often need to be moved to better show the relationships between them. In plan view, it is a manual job currently to move tasks, as each task has to be opened and edited based on where/what it should be related to. Automation in plan view to move around tasks, milestones etc. would provide greater efficiency and effectiveness.
1 vote -
The platform should automatically recognise file formats rather than me assigning them when uploading.
As a content manager, i want to upload a PNG asset without having to specifically having to pick the "PNG" item from the field list. It would make using the filters much easier to use and then yield actual results from a search.t
The image in step 1 is a folder in our DAM. The system has recognised the file types in the main panel. I haven't added the file formats in the fields.
The image in step 2 is selecting the PNG filter, which provides me with 0 results. Thus making the filter tool redundant in this case.1 vote -
Add Library Link to Completion Message for Easier Asset Management
Could the team add a hyperlink to the completion message or directly on the saved asset when it's automatically saved to the library? This would make it more convenient to move assets to the collections folder, as you could click directly from the task to the asset in the library.
2 votes -
Product Feedback: Remove the Help question mark button from screen bottom right corner
requester mhundekari@forrester.com
Type of issue: Feature Request
Minal Hundekari sent a feedback.
Description: This ? (question mark help button overlaps with step descriptions and step action buttons when viewing a task and its not required for our users.
The product help/updates button is useful for Admins so just add it to Admin page/section.
No one else actually needs it.
thanks
User email: mhundekari@forrester.com
User id: mhundekari@forrester.com
Account: Forrester Research, Inc
Account id: bd36c128-8666-8c3e-c59d-2e4da7b5aa0e2 votes -
Automatically assign workflow steps
I would like functionality that automatically assigns steps in a workflow to the person who initiated the original Work Request.
1 vote
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