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Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 20 votes in total. Thank you for your feedback.

Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

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Settings + Configuration

Showing 58 of 1641

Delegate Work

We'd like the ability to delegate all or some of someone's work to another user in the case that they go out on leave, leave the organization, etc.
10 months ago in Content Marketing / Miscellaneous / Settings + Configuration 0 Future consideration

Apply Workflow Step Changes to Existing Tasks

When updating a workflow's steps, there is currently no option to apply those changes to existing tasks. We would like the option to update existing tasks as our process changes. (As you can do today when making edits to workflow template fields.)
over 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Users & Teams needs update

I'm an Admin for Welcome platform. I'd suggest below improvements to Users & Teams section: New column: last login date. Right now I can't figure out who's not using the system, specially important when users are external. Enable sort on all c...
about 1 year ago in Content Marketing / Settings + Configuration 2 Future consideration

Filter on 'Status' in User & Team view

You can filter on role but not on ex Status. Why? Should be possible to filter on more things than Role.

Limit the number of workflows/briefs visible to different teams

Currently, every user has access to all active workflows and briefs in Welcome. However, we would like to restrict the visibility of workflows and briefs to specific users or teams. For instance, the content team should only see content-related wo...
about 1 year ago in Content Marketing / Settings + Configuration 0 Future consideration

Link Intake brief with Workflow automatically

Automatically link Intake Brief with the workflow as a rule so that the users do not need to pick one from the dropdown themselves when TASK is created.
10 months ago in Content Marketing / Settings + Configuration 0 Future consideration

Show/Hide Fields in a Brief Template Based on Logic

When creating a Brief Template, we have certain fields that should be shown or hidden based on the values selected in previous fields. The current logic in the template builder only allows you to "jump to" a particular field and/or only show limit...

Add Text option gives a rich text field but doesn't allow upload image

In the template settings for briefs, we have an option Add Text. This option gives you a rich text field but doesn't allow uploading image in it. Had a chat with Saquif and Zahid on this and it seems the text field is there for the instructions. I...

Custom, Branded Email Notifications

In order to encourage better interaction (opens, click-throughs, etc.) of emails from the platform, we'd like the ability to customize the email notifications to represent our brand identify. Ideally, we'd like to have control over the copy, logos...
over 1 year ago in Content Marketing / Notifications / Settings + Configuration 0 Future consideration

Compress Workflow Builder

The interface when building/editing workflows makes it really difficult to see more than one step (the text box is unnecessarily large). I would love the ability to compress the view so I can get a better overview and move steps around quicker.
over 1 year ago in Content Marketing / Settings + Configuration 3 Future consideration