nbhowra
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167 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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When meeting with clients, my firm uses the "workflow" function to complete different steps which are all relative to that end goal of an in-person meeting. Unfortunately, there is no option to set reminders for each task, so although we may have steps due 1, 5, 10, even 15 days prior to the final workflow date, we do not receive alerts to complete the steps associated with them. In short, please allow workflows to send notifications prior to every single step added. So If a workflow's step 1 is due 15 days before the appointment, allow us to be notified of step 1, 30 days before the appointment.