My feedback

1 result found

1. Allow Tasks to be moved between workflow Steps

   593 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   40 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   Monica supported this idea  ·  Feb 20, 2015
   An error occurred while saving the comment
   Monica commented  ·  Feb 20, 2015  ·  Delete…

   I would like the option to move or reorder a Task within a Step or to move or reorder a Task from one Step to another the same way you can move a Step from lets say the bottom to the top. Or the option to move it to another Step from the drop down button on the Task instead of having to delete it completely. Or even the option to copy the Task from the drop down button to be moved to another step. This will help when building out a workflow in in case we missed something during the white boarding process.

   Save Submitting...