"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...
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...
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.