Workflow added to notes as a follow activity
Would it be possible to add workflow to the actions drop down list once a note is added, where we select workflow as follow up activity to the note.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Kenny Weiss commented
Our office has to complete two steps whenever we want to do most things. First, we create a note with a specific category. Afterwards, we have to do a workflow to start the process. I agree with the original poster. We should have a box that allows us to create a workflow automatically from a note (with a specific category). It would really speed things up!