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

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Ability to view calendar on a weekly, monthly, or quarterly basis

As a team of marketing directors, we are trying to use events on the calendar view to do our monthly and quarterly planning process. We put our large initiatives into the calendar as events that run "all day" from Date X-Z. We'd like to be able to...
8 months ago in Content Marketing / Plan 0

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

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.
about 2 years ago in Content Marketing / Plan 0 Investigating

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

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

Ability to add any Task, Event or Campaign to a Milestone

We'd like to be able to add any Task (from any campaign), Event or an entire Campaign (this one may be a stretch, I know) to 1 unique Milestone so that we can link these multiple activities to a single traceable milestone. This would be beneficial...
over 1 year ago in Content Marketing / Plan 1 Investigating