Link "notes" to workflows just like you do with the activity linking notes. That way all the workflow notes are with the workflow and we all know what is going on with the workflow.

Workflows should automatically state when a workflow was started and who in the office started it.

Currently, you cannot open a task in a completed workflow and see any notes that were documented in the description field. The only thing you can do is hover over the task and have a "bubble" pop up--this is insufficient, as it does not always ensure that the totality of notes can be seen. Some solution needs to be implemented (e.g., allowing completed tasks to be opened) to allow for all notes to be seen and scrolled through if necessary.

Allow workflow step and tasks to show up on the Today page without a due date. Some project or client onboarding may not have a due date and it would be nice to see all open workflows that do not have a due date.

Currently, when creating a new workflow (or modifying an existing one), the Owner field can be left blank. There should always be an owner of a workflow, whether its a specific user or team, so can you make this a required field?

Add a column in the workflows that indicates who the current workflow task is assigned to. So you don't have to always to to the workflow task report to see that info.

When running a workflow report it would be nice to have a column for the "CSA" so you would know at a glance who was assigned to that particular workflow. If an Advisor was looking for a report across his book of business the CSA role would be helpful when there are multiple CSA's in the office. As it stands now, you need to either build a Team and include the Advisor and CSA name as the Team name or, click into the Linked Contact to see who the CSA is for that particular client.

When building workflows, it would be really great if we could "collapse" the step to hide the underlying tasks. Our workflows have a lot of tasks with long descriptions and it is easy to get lost when building a workflow.

Currently, when an email is sent for "A workflow step task has been assigned", the email shows Workflow name, Step name & Task name, but it does NOT show the contact the workflow has been attached to. This means when a workflow is started with an automation the recipient of the email has no idea what client the workflow is for, and has to search for it rather than going straight to the client. It would be nice to know if the workflow is linked to a contact.

When creating a workflow can there be a toggle on the admin side to require/not require that a target date be set on the initial task?

Workflows can be created/linked from an opportunity. When you complete the workflow there should be a way to toggle (click) back to the opportunity to complete the opportunity.

We need a quick access overview of the linked contact's contact information when working inside of workflows!

There are times when working inside of Workflows that we need to contact a client. Currently, you have to click 3 times through 2 pages to access the client's contact card from within a Workflow. This process could be greatly reduced. Perhaps you could click on the linked contacts hyperlink inside a workflow, and that screen could hold the contact card for all linked contacts?

There just needs to be a better way to handle contacting a client from inside a workflow.

As im going thru workflow tasks and playing with teams and roles, I see that if I have a workflow task set up on a team and the workflow is active, if i swap a team member out it reassigns the tasks automatically. If I attempt the same thing with Roles, the Advisor for example, this does not reassign the task to the new advisor. it seems that this behavior should be consistent across all teams and roles.

When you are on the "My Workflow Tasks" page, you can see of the tasks assigned to you. However, when you click an individual task you are taken to that workflow.

Instead, the task pop-up screen should appear, so that you can quickly update multiple tasks assigned to you in multiple workflows at one time.

Seems like how the link would obviously work.

When you get a notification that a work flow has been updated, the description added should still be included (like it is when a workflow is assigned) so that you don't have to go back into the workflow to read the details for the following step

For example, I would like to say that a task is due the Friday before the target date

On the Workflow Page it would be awesome if you could see a summary of the workflow. I do not like that you have to click on each activity.