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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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Showing 11

Saved View Permissions

Users are able to save a view based on their filters and there's only one checkbox to allow others to have access to a saved view. This allows everyone in the instance to view it as a saved view, and does not allow granular access permissions for ...
4 months ago in Content Marketing / Plan 0 Shipped

Workflow Step Fields

Customers do not have the ability to search and find all "like" steps across tasks and campaigns in the entire organization and show them in a calendar/list/timeline view in the plan module. On the calendar view users can choose to show all steps,...
4 months ago in Content Marketing / Plan 0 Shipped

Manage Saved View Access

With thousands of users accessing the platform, curating saved views becomes imperative so that users see only what is important or relevant to them. Today, views are set to public (visible by all users in the org) or private only. Views are able ...
9 months ago in Content Marketing / Plan 0 Shipped

Save Sorting in Saved Views

We'd like our saved views to include the sorting preferences in addition to filters, column setup, etc.
about 1 year ago in Content Marketing / Plan 0 Shipped

All-Day Events Across Global Calendars

The new addition of event times is great, but there are also cases where we want an event to show up on a single calendar day, regardless of time zones. (Think holidays, etc.) Setting an event from 12:00am - 11:59pm does not accomplish this becaus...
over 1 year ago in Content Marketing / Plan 1 Shipped

Vertically Arrange Cards on Board View

Is there a way to change the order of tasks in a vertical column (i.e. move tasks up or down) in the kanban view?
7 months ago in Content Marketing / Plan 1 Shipped

Asset GUIDs available on Task object and in Plan view reports

We rely on asset GUIDs for connecting all of our internally-managed analytics, so we need the GUIDs to be accessible for all of our end-users and easily exportable. While they are easily found in the Library details, they are not yet available on ...
9 months ago in Content Marketing / Plan / Tasks, Campaigns, and Events 0 Shipped

Step-Level Filtering

We're looking for a way to filter the Plan module views (calendar in particular) by discrete steps across all workflows and all owners. This would allow us to build a view of all steps related to legal review, for example. Today, the filters on th...
9 months ago in Content Marketing / Plan 0 Shipped

Clearly note tasks with overdue steps from campaign view

When you are looking at the tasks in a campaign is quite easy to see if a task is overdue (or incomplete past its due date), but its not as easy to find if a task has an overdue step. The campaign status bar will show that X% of steps are overdue ...
about 1 year ago in Content Marketing / Plan 2 Shipped

View All Steps in Board View

I've been getting feedback from other teams that they do not see their tasks on their board until the step prior to that is complete (and their step is the "current step"). This causes issues with teams not having enough time to complete tasks bec...
over 1 year ago in Content Marketing / Plan 0 Shipped