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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 Already exists
Created by Guest
Created on Mar 3, 2023

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?

  • Optimizely
    Brittany Hall
    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