Tasks and workflows
Add a task to multiple campaigns
You can add a single task to multiple campaigns within Optimizely Content Marketing Platform (CMP). This streamlines content planning and reporting by eliminating the need to duplicate tasks for shared workstreams, ensuring better visibility and simplified asset management across your organization.
Hybrid workflows
Hybrid workflows in Optimizely Content Marketing Platform (CMP) let organizations balance agile content creation with governance and compliance requirements. You can maintain flexible workflows while ensuring critical steps adhere to strict controls.
Request access to a task
Users who do not have access to a task in Optimizely Content Marketing Platform (CMP) can request access. When the user tries to access the task, they see a message that they must request access.
Task templates
Optimizely Content Marketing Platform (CMP) lets you create task templates for tasks that repeat regularly. You can save the commonly used data in these templates so that you do not have to enter them every time you create a task.
Manage tasks
You accomplish work through tasks in Optimizely's Content Marketing Platform (CMP). Each task moves through a workflow from creation to completion.
Manage external tasks
Optimizely Content Marketing Platform (CMP) lets you connect tasks within CMP to external systems. You can register a new webhook with the API endpoint of the external system that you want to connect.
Task dependencies
Task dependencies let you establish relationships across tasks and work your team has in progress. Optimizely Content Marketing Platform (CMP) can automatically shift due dates forward or backward for steps and tasks as you adjust due dates.
Task workflow
The platform's workflow system lets you create workflows directly from a task without going to the Workflow Settings page. Workflow options are on the right-hand side.
Manage workflows
Use workflows in Optimizely Content Marketing Platform (CMP) to configure processes for your team’s collaboration, approval, and publishing requirements for types of tasks, content formats, and other use cases. Custom workflows are for teams with more complex content collaboration requirements, such as working with an editorial team or an agency that may require a mandatory approval step before publishing content.
Add fields to steps in a workflow
See also Add a field to a workflow in Manage workflows . Go to your avatar > Workflows .
Work requests
A work request for the Optimizely Content Marketing Platform (CMP) simplifies handling ad hoc marketing requests from departments like Sales, Product, Customer Success, and HR. Admins can create customized form templates for requestors to submit work requests.
Manage form templates
A template constructs an overall layout that you can reuse to create campaigns or task briefs. A template provides structure around incoming work requests to improve productivity and efficiency.
Create pitch requests
Pitch requests consolidate pitch-related tasks into a single location. You can view the status of requests and pitches and collaborate with internal and external writers to request, collect, refine, and assign content ideas for production.