552 results found
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Globally configure Campaigns as list views
Be able to configure List views particularly what people see when you click a campaign name at a global level.
At the moment, I've been told that, "List Views are user-specific, meaning individual users can customize which columns they see. While there is no global config to "lock" this view for everyone simultaneously".
Since clicking a campaign is such a fundamental thing in Optimizely it's not the same as creating your own list view, this should be configurable globally as to how campaign views appear.
1 vote -
Ability to copy a work request as a template (regardless of status)
Its time consuming to have to complete the same fields in the same form from scratch everytime, for recurrent similar tasks.
I want to be able to copy pervious work requests (regardless of status) to be used as a template to avoid duplicating field completion. I can see a "copy" button on WR's until the point they are accepted, then it disappears. I want to be able to do this on any WR regardless of their status.
6 votes -
Campaign templates need true post‑creation flexibility for admins
There was a previous idea about editing campaign templates that’s marked as Released — but as a current user, the flexibility still isn’t really there.
Once a template is created, most key settings are effectively locked. Even as an admin and the original template owner, things like sharing and user access are read‑only.
The suggested workaround (create a dummy campaign, change sharing, save as a new template, delete the old one) doesn’t scale and creates unnecessary admin overhead.
Templates are meant to be long‑lived and reusable. As teams and access needs change, admins should be able to edit templates directly,…2 votes -
Allow skip of tasks and campaigns
I see you can skip workflow tasks but being able ti 'skip' or 'dismiss' tasks or campiagns would be really helpful. For example, we have very complex campaigns for product launches that include several nested sub-campaigns and tasks that we would want to 'skip' or 'dismiss' for certain product launches.
1 vote -
Efficiency Dashboards: Ability to Filter by 'Steps'
Filtering workflow 'steps' on an efficiency dashboard so we can omit certain workflow steps from the efficiency dashboard chart.
For example, if I set up a 'step bottlenecks' chart, it would be great to be able to filter by Step (is, not, is one of, is not one of). There are certain steps when spread out among many assignees, they start to clutter the chart.
7 votes -
Mandating fields in CPN and TSK templates
Admin to be able to mandate fields while creating CPN or TSK template so Creator must submit requested information or make the drop-down selection before creating CPN or TSK record.
This is required for the filters and search on the platform - to be able to extract records based on fields' entries.1 vote -
Make it possible to save different pieces of content in the same task to unique DAM locations.
We often add design elements to a task that will result in a new piece of content being created. The design elements should be located in a separate folder in the DAM from the finished asset. For example, two headshots will be added to a final graphic. The headshots have a unique location in the DAM, and the final graphic has a unique location. Right now, it is a one size fits all strategy. Within a task, all content is saved to the same folder in the DAM. Can it be made possible to save content in the same task…
11 votes -
Disable expiry date notifications for archived assets
Whether at the organisation level or the asset level, there should be a way to disable notifications for asset expiry dates when the asset has been expired.
10 votes -
CMP: Campaign Template – Task Duration
In Campaign templates, display task duration alongside dates. Updating the dates should automatically adjust the duration, and updating the duration should automatically adjust the dates, keeping schedules consistent and easier to manage.
3 votes -
Template UX/UI Improvement
Allow template descriptions to appear at the top of the request form rather than after the request description. This improves form flow and makes it easier for users to understand the context before filling in details.
3 votes -
Context on Request Fields
When raising a request, allow hover-over context/tooltips for field selections so users can see guidance without needing helper text inside the field. Currently, the value only shows on the template and not at the next selection level, which can cause confusion.
3 votes -
Duplicate Record Detection
Implement an automatic duplicate record detection feature that checks for existing records based on key fields before a new record is created. If a potential duplicate is found, PACE should alert the user and provide an option to review the existing record before proceeding
1 vote -
Inheriting parent permissions from default
While tagging newly created campaign to a parent the 'Inherit permission from parent campaign' box is automatically ticked. The less fluent user overlooks it and then is not able to manage their CPN access level - remove user or manage the view/comment/edit rights (Share). This 'Inherit permission from parent campaign' box should be unticked from default so the campaign creator has more flexibility in sharing it with users they need.
1 vote -
Not inheriting parent campaign permission's from default
While tagging parent campaign the new created campaign record inherits the permissions from default - the option is automatically ticked and for less proficient user may be easily overlooked. Then in the child CPN its owner cannot manage the user permissions (remove user or manage view/edit/comment rights). The 'Inherit permission from parent campaign' should not be ticked from default to let the owner (creator) decide on the permissions themselves.
1 vote -
Asset Owner from WRQ to TSK
When converting a WRQ into a TSK, the system believes the TSK creator uploaded the file and assigns that person as the asset owner, instead of the creator of the WRQ. This ownership carries through to the library, making notifications and reporting difficult. Please have the TSK inherit the WRQ uploader as the asset owner.
2 votes -
Link Events to multiple campaigns like tasks
Currently, we can link a task to multiple campaigns, but we cannot do the same for an event. Multiple teams coordinate on a single event, and need to track against the date of the event and show it in reporting for their specific programs. Request is to add "linking" to the related feature for Events like have been done for Tasks.
2 votes -
Status option updates
I think we should update the status and/or filter options to reflect a couple of different layers:
- Overall task status
- Step status
In addition the status options for overall task status should be a bit more descriptive (I think I suggested this a while back but can't find the suggestion so apologies for duplicating feedback) For example "in progress - overdue task" and so on.
It's misleading when I have "in progress" and "overdue" selected and the results show tasks that are overdue but have not begun (so they're not "in progress" - see below/attached for an example.
1 vote -
Global (repeatable) workflow components
As a CMP admin, I want to be able to create global form components which can be replicated into multiple workflows. For example this could be sets of briefing questions which can be treated as a modular component and then included multiple workflows, to save the same sets of questions having to be added manually 1 by 1 in every workflow. It also means that edits would only need to be updated once, and then would filter down into any workflow where that component is integrated.
16 votes -
Task/Campaign management and User holidays
We need the system to better support user holidays. When a user is out of office for an extended period of time, we need to be able to assign the user's Tasks in progress to other members of the Team in a quick and efficient way. Currently, this process is extremely manual, involves multiple clicks to re-assign each individual task, and needs to be manually un-done once the person returns.
Adding holiday within the CMP account setting should prompt the User to set a delegate which would re-assign all items in progress to that person which were due to fall…
1 vote -
List View
I prefer the "list view" when i'm in "attachments" or viewing the content tab. would sure like a way for my "List view" preference to stick instead of changing to the the "tile view" every time i toggle in and out of the workflow.
3 votes
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