446 results found
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Past Date Selections
In the date selection within the Plan and Request modules as well as Dashboards, we currently have options like this week / month / year and next week / month, etc., but what’s missing is last week / month / year, which would be very useful for reporting without having to go to the reporting section.
1 vote -
Automatic notification when a new asset appears in a saved view
Is there any way for users to receive automatic notifications when new assets appear in a Saved View or under specific filters?
For example, if new assets are added that match certain criteria, could Optimizely notify subscribed users automatically?
1 vote -
Add Undo Button & Add Warning Messages for Large Changes
Within the CMP, a colleague moved a task from one campaign to another. When she did that, with absolutely no warning and no way to "undo", it changed ALL of the workflow step due dates. She is now is left with approx 80 steps to manually adjust.
Our requested solution is two fold.
1. There needs to be an "undo" button in the CMP, period, for most actions.
2. There needs to be a warning message when massive changes are going to happen because of an action performed.1 vote -
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.
1 vote -
Add Current step assignee in reports
Please add the Current step assignee in the reporting module apart from the task owner. This will be very helpful for reporting purposes to reflect the current assignee.
4 votes -
Building block style workflows
We have different processes that often have multiple steps that are common among them. We would like the ability to create "blocks" of multiple steps that can be mixed and matched to create new workflows or that can be added to a workflow ad hoc.
1 vote -
Ability to create task from the workflow in an existing task
We would like the ability to create a new task from a workflow. Sometimes, a review sparks the needs for a new, separate task to be created.
1 vote -
Please separate form fields and metaproperty fields
Since Custom Fields and Labels were combined, it is very difficult to manage these two different types of input fields. We would like to have labels/metaproperties separate so that it is easier to determine which fields we can parse data by. We don't want to parse data by form fields/custom fields.
1 vote -
Ability to Create Campaign Template in Templates Section of Admin panel
I would like the ability to create campaign templates from the same place we create Work Request Templates. Creating a live campaign, making it into a template, then archiving it in the Plan view is a pain. I would also like to be able to edit Campaign Templates
1 vote -
Review and approval via email
We would like the ability for our leaders to view content and approve it via email. They would get an email with a copy of the content and be able to approve (not make edits) by clicking a button the email that signifies their completion of their step.
1 vote -
Ability to turn off time function for start and due dates
It would be extremely helpful to be able to turn off the time function for start and due dates, or at least to be able to default start times to the beginning of the day and default end times to the end of the day (when creating a task/applying a workflow).
8 votes -
Add AND/OR Logic to Routing Rules
Current limitation: routing rules only support AND logic, restricting flexibility. Proposed enhancement: introduce AND/OR logic within a single rule to allow advanced conditional logic without redundant rules.
1 vote -
Canva integration
Ability to bring in assets created in Canva directly into a Task in CMP, eliminating the need for manual uploads.
1 vote -
Archive functionality needs expanding
Archiving Assets seems very much an afterthought on the system. Archiving is not logged in the Asset history, and Archiving can be done only from the Asset Library - not within a Workflow/Task.
Archiving doesn't seem to be included in the granular permissions model to lock down who can Archive items and who is not allowed. It's also possible to Archive "anything" regardless of folder/asset permissions.1 vote -
change WRQ owner
I am an Admin user and it would be useful to be able to change the Owner of Work Requests to cover situations when the original requestor moves out of the team, leaves the business etc so the request can be delegated to another user without having to recreate a brand new WRQ.
1 vote -
When copying tasks dates should also carry over
It would be nice if when copying tasks, the dates within the workflow carried over. There are times where we have repeatable items due within a given timeframe (Opticon for example) and it would save a lot of time adjusting timelines.
4 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?
10 votes -
Improve task date & naming behaviour when duplicating campaigns
Currently, when you copy a campaign, all of the task dates become misaligned, and every task is automatically renamed with “Copy of…”. This means you have to manually update each task name and adjust all the dates, which is very time‑consuming.
The whole point of copying a campaign with tasks is to avoid recreating everything from scratch, but because the copied version still requires so much manual fixing, the process isn’t actually saving time. This is especially frustrating when the original tasks have similar or sequential dates, because the copied campaign ends up with all the dates jumbled.
1 vote -
Re-work or re-name the Send Back feature
"Send Back" is an ambiguous term which could just as easily mean "return to the person who assigned this to me" as it does "undo all of this step's actions and set it to the last step". Can this feature be reviewed and tweaked so it works properly, or be renamed to explicitly describe what it does?
Currently, we are seeing users assume that they are returning a completed step to the owner and selecting "Send Back" and it's undoing everyone else's work on the sub-steps associated with that step, which is hugely disruptive!!
1 vote -
Request for date format in reports to display as DD/MM/YYYY
The date format has been changed from DD/MM/YYYY to September 19, 2025, which once again means the dates can’t be arranged oldest to newest in Excel and can only be sorted A-Z which isn’t what’s needed by the client.
4 votes
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