Is there a way to create a workflow that assigns task due dates within the workflow based on the number of days from creation of workflow as opposed to number of days from target date? We have a workflow for a process that frequently has varying amounts of time from creation to target date. Assigning due dates based on number of days before target date sometimes gives me tasks that are due in the past (before creation of workflow) and sometimes the first task is due two weeks after creation of workflow.
It would be a nice option if the task due dates could be assigned a certain number of days from the creation date to avoid both of those problems. In some cases, that would create the problem of tasks being due after the target date when the whole process needs to move quicker than normal. Maybe there is also a way to restrict when the target date of the workflow can be.

I would like the ability to add a workflow at a date in the future. I.E. RMD distribution workflow, client wants to take that rmd in December and we have a review in April. Instead of adding a task to add that workflow to the client's profile, have the ability to create the workflow now that has a "start date" of december of that year. I can somewhat do this by using target date, but then the tasks are created to be done months in the future. I would prefer to "schedule" the workflow to start at a future date and then the tasks would populate on that date.

When you are attempting to automate a workflow by starting when you set a specified activity, it would be great if you are able to link multiple contacts to a single workflow. This would be especially useful since many client meetings are between 2 spouses and an advisor.

One way of fixing it would be to allow you to enter multiple contacts within the linked contact section on a new activity. Otherwise, if you can make it so that you can link a household name as the linked contact, that would work as well. This would help immensely when it comes to preparing financial records for the meeting so that the person working on a task at hand knows if it is for more than one contact who will be in attendance for the meeting.

When you are attempting to automate an a workflow by starting when you set a specified activity, it would be great if you are able to link multiple contacts to a single workflow. This would be especially useful since many client meetings are between 2 spouses and an advisor.

One way of fixing it would be to allow you to enter multiple contacts within the linked contact section on a new activity. Otherwise, if you can make it so that you can link a household name as the linked contact, that would work as well. This would help immensely when it comes to preparing financial records for the meeting so that the person working on a task at hand knows if it is for more than one contact who will be in attendance for the meeting.

We are currently having issues accessing the notes documented within the description box of workflow tasks. If task notes are are captured in the step notes box it can quickly become a jumbled mess. For example, we have a workflow with 2 steps and within those 2 steps are about 5 tasks all assigned to different people. Are the notes for all 5 of the different tasks assigned to different people supposed to be jumbled in a no particular order within the step notes box. So instead of seeing the notes for the specific task, we would have to go to the step notes and filter though notes regarding ALL the tasks and figure out what is going on?

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.