When choosing "Link to Existing Workflow" , we get a list of ALL the workflows that are currently linked, but we only can see the names. Please add details, such as the name of the contact, etc, so we are able to differentiate between all the different "Client Review" workflows we have.

It would be nice instead of having to worry about permissions that at each workflow, the person creating the workflow could establish a user for each role specific to that workflow. If an advisor has multiple FAs it would be nice if they could determine which CSA it goes to as opposed to having to reassign at each task.

We use template emails a lot. It would be great if there was an automation that if a templated email is sent from Redtail it would kick off an workflow.

Please add the ability to print/export multiple workflow checklist reports at once rather than individually.

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.

Currently, after you complete it, it still stays on the screen unless you manually hit refresh on your browser.

We would like the workflow owner to only get a notification when an entire workflow is completed, and not when individual steps or tasks are completed.

Each activity in a workflow should have same format as regular activities, Including the note sections.

Task from workflows need to be integrated with regular activities on the To-Do list. They do not need to be separated. Also they need to come up every day on the to-do list until completed.

I know Redtail already has a system that notifies you via email when a step/task has been assigned to a user, but I would find it helpful for the CRM to "alert" you (a notification to the bell in the upper right corner). I would find this helpful because no matter what screen of the CRM you are on, the alert button is always there and then you would be able to get the notification when you were already in the CRM.

When I update a workflow in the template section, when completed it takes me back to the beginning page 1 even if I am in page 20. It would nice to refresh the same page instead of me looking for it again.
I have almost 600 workflows, pls pls add this function, that function used to be there before you did the updated.

I would like to see only the workflows that I'm apart of and the ones that I create, no need to see what others are working on if I'm not involved. It's confusing as a new employee to be able to view these items as they don't concern me. If possible to restrict the view or have an option to hide.

I was thinking it should function like the Servicing or Writing Advisors fields where the database admin has the ability to manage the list of folks showing in each of those areas. The only options I see in the Manage Database List section in contacts are Servicing and Writing Advisor. If may be more efficient for folks not to have to scroll through our entire user population to select the CSA if there are only 15 folks that hold that position.

Workflow tasks that are not completed on the assigned day should float to the next day so as to not be forgotten and the person is reminded to do them until they are completed. This would be helpful as not all assigned tasks will be done on the exact day as you could be waiting on a client to send back documents or someone was out sick and couldn't get it done.

I would like the target date field when creating a workflow to be required. Right now, you can lock it out to be a certain # of days before/after the workflow creation date, but for things like client meetings (which change or come up last minute) - this needs to be a required, hard - coded date. Our steps and tasks all have due dates that stem from the target date, but if an advisor leaves the initial target date field blank when creating the workflow, this doesn't all flow properly

There is the option on Tasks to "complete" or "un-complete". This needs to be available for Steps as well as Tasks.
The answer given previously was "make it an outcome", which doesn't suit the need, and is extremely labor intensive. We just want to be able to fix a mistake - you clicked it was done, but it isn't - open it back up.

It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going