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Product Content Marketing
Categories Tasks, Campaigns, and Events
Created by Guest
Created on Mar 3, 2023

RELATED FEEDBACK

Search By Workflow Type

i am looking for examples of a certain campaign. Is it possible to search Welcome by Workflow type please? Eg. paid media workflow, or email campaign workflow?

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  • Optimizely
    Brittany Hall
    Reply
    |     Apr 24, 2023

    Hi there! While it's not possible to search by workflow type, it is possible to filter by workflow!

    To do so, use the following steps:

    1. Navigate to Plan -> List, Calendar, Timeline, or Board view

    2. Open the filter panel (left side, funnel icon)

    3. If the workflows filter is not available, scroll down and hit "+ Add Filters"

    4. Select the "Workflows" filter and hit "Done"

    5. Any of the Plan module views can now be filtered by discrete workflows