371 results found
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Pre-select a Brief Template When Creating a Workflow
We have certain brief templates that are always used with certain workflow templates, and we would like to tie them together. For example - every time we use the creative assets workflow, we would like to prompt use of the the creative assets brief template.
4 votes -
View Fields on Calendar Cards
We have created specific fields within templates that we would like to see in the Calendar View when we hover over the card. Specifically, we have created a field called "Publishing Date", which is different than the "Task Completion Date", so we would like to see that when users are in Calendar view without actually having to open the entire card.
3 votes -
Bulk Edit in Plan
A bulk edit feature would be helpful, even from the plan view. Having the ability to select multiple items at a time and update things like due dates or even fields associated, workflows associated, etc.
5 votes -
Group By Columns in Board View
It would be nice to have the option for "group by" to occur in columns vs creating separate collapsable rows.
3 votes -
Comment on Tasks from Board View
Allowing users to comment on task directly from the board view would save a ton of time during daily standups. Right now, we have to click into each card and open the related object in order to make a comment.
3 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 -
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.
4 votes -
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
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.7 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
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