"Drag here to group" on the Job list


Grouping is available on many lists in MarketingPilot; programs, campaigns, tasks, etc. However it is not available on the Job list. Grouping is a powerful report feature and the Job list is likely the most used report area in the system. It should be added to the Job list so users can take ad...

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3 Comments

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3 Comments

Category: General (1516)

STATUS DETAILS
Under Review

Create quick links on the task widget to upload file, create approval, mark completed


Add icons to the task widget to allow a user to quickly upload a file, create an approval/review and mark the task completed. Uploading a file or creating an approval/review should link to the job or object the task is on. For example, the uploaded file should be available on the job. This fea...

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3 Comments

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3 Comments

Category: General (1516)

STATUS DETAILS
Under Review

Create branching in workflow


Users should be able to create branches in workflow (series of tasks) to address complex processes. Branches should allow if/then statements and parallel work streams.

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4 Comments

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4 Comments

Category: General (1516)

STATUS DETAILS
Declined