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1. Allow Tasks to be moved between workflow Steps

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   40 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  August 18, 2021  ·  Delete…

   I would love to have the ability to move a task not only between steps, but also from one workflow to another. Seems like it should be more simple than creating a new one and deleting the other one.

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