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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.

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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.

Status Investigating
Created by Guest
Created on Sep 9, 2024

Task Templates - load a blank Brief

Hello to the great Optimizely Product team,

We truly appreciate the new Task Templates feature and we are now setting up the Task Templates for the communications activity types which have a dedicated workflow (Social posts, Paid search, Webpage, ...). So users only need to select the template and then the Task comes with the preloaded Brief, Workflow or files in Content tab.


However, if there are some mandatory Fields in a Brief template, these must be filled in in the "master" Task serving as a template. Hence, then the new tasks come with Brief with some values (e.g. Business Unit, Region, Cost Centre, ..) and need to be overwritten by user. In worse case user will not update the values - resulting in an incorrect input in the Brief. This is quite a blocker for us to use the Task Templates in such (common) scenarios.


QUESTION and REQUEST:

Could you please allow to load a BLANK Brief template when creating a Task using a Task Template with predefined Brief template that includes Mandatory fields?


Thanks so much and best regards

Roman - SwissRe

  • Optimizely
    Lauren Hammarstedt
    Reply
    |
    Sep 18, 2024

    Hello! Thank you for taking the time to provide this feedback. My team will be reaching out to learn more.