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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Plan

Showing 44

Plan fields allow for "or" condition, not just "and"

We would like the ability to use fields when doing filtering in the Plan view with an 'or' condition, not just 'and'. For example, if someone wants to see all of the tasks they're watching and tasks they have an assigned step in, they currently ha...
7 months ago in Content Marketing / Plan 0 Future consideration

Text-Type Field Visible on the Calendar

We keep very important content information in text-type fields (rich text, multiline text, text) and need calendar users to be able to access that information.
over 1 year ago in Content Marketing / Plan 0 Future consideration

Drag-and-Drop Rows in Board View

In addition to re-ordering the columns in the board view, we'd like to be able to do the same with rows/groupings. We like to group by campaign, and dragging important campaigns to the top would make it easier to find what you're looking for quickly.
almost 2 years ago in Content Marketing / Plan 0 Future consideration

Filter/Sort by Number of Days Overdue

I am wondering if it is possible to apply an advanced filter to the "End/Due Date" of a task that enables the user to filter by the number of days overdue. For example, if a list upload is overdue an email cannot be sent on the planned email send ...
about 2 years ago in Content Marketing / Plan 0 Future consideration

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 ...
about 2 years ago in Content Marketing / Plan 0 Future consideration

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.
over 2 years ago in Content Marketing / Plan 0 Future consideration

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.
over 2 years ago in Content Marketing / Plan 0 Future consideration

Add parent Camapign ID to Download as CSV file

Function in multiple locations e.ga Plan view
over 1 year ago in Content Marketing / Plan 0 Future consideration

Column filters and reporting based on form variables

Need to define columns to be included in reporting views along with ability to sort every column. Need to add form variables in specific parent columns and allow filter by project type.
over 1 year ago in Content Marketing / Plan 0 Future consideration

Workflow/Tasks in linear format on Calendar view

We'd like a calendar view feature that allows you to see workflows spanning across the week(s), similar to how Events are shown. This allows the user to see more tasks/steps at once instead of having to scroll down.
about 2 years ago in Content Marketing / Plan 0 Future consideration