recurring tasks
Three things: 1) when adding a new task, it would be great if the task edit box opened automatically instead of having to create the task and then click to edit the task. Just eliminates a step. 2) we would like to have the option to have recurring tasks in a workflow - ex: send quarterly report to client XYZ. 3) If there was a way closing one workflow could automate the start of another specific workflow, that would also be awesome! Right now we have a final task or outcome in the workflow that reminds the user to manually create the follow-up workflow - ex: new account opening workflow ends and the money transferred over needs to go into the Trading workflow for our trading team. Thanks for your consideration! Workflows are the greatest way for us to stay on top of our client tasks daily...improvements help us do our jobs better and more efficiently.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!