Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?

I believe one feature that would transform Workflows into an even greater Redtail tool would be being able to upload/store documents and/or other resource/source/artifact files into individual Workflow Tasks. This added feature would, in my opinion, make a Workflow way more of a hub for office activities. If a specific document/file is in fact needed for a Task or is the product of a Task upon completion, being able to add it to a Task or, more broadly, a Step makes sense.

workflow target dates should have the option to set based on completion of previous task and be editable.

When reviewing large workflows with a team, it would be helpful to be able to print the WF and note adjustments. Please add a pdf option to workflows that list steps, tasks, and outcomes.

If Workflows are useful tools for accomplishing repeated tasks, what better demonstration than for Redtail to set up a Workflow for Creating Workflows. It would be helpful to those already competent using Workflows and very helpful to new users who are struggling to create their own workflows.

Allow us to edit certain aspects of workflows after completed, such as link a contact after completion or edit a typo or add a note to a specific task.

Allow for Notifications, Create New WF Task, Update Fields on Contacts

The inability to link Workflow Task dependencies and only dependencies between steps limits the workflow capabilities. Can't start on WF Tasks in the next step until the entire step is complete. Also, allowing for multiple flows through the workflow where WF Steps/Tasks can be done in parallel would be beneficial to real world where multiple sequential paths are frequent and they should be related in the same workflow.

The inability to link Workflow Task dependencies and only dependencies between steps limits the workflow capabilities. Can't start on WF Tasks in the next step until the entire step is complete. Also, allowing for multiple flows through the workflow where WF Steps/Tasks can be done in parallel would be beneficial to real world where multiple sequential paths are frequent and they should be related in the same workflow.

Otherwise the Outcome selected is lost and is not save anywhere for reference of what was selected.

I would like the ability to add time stamped notes to workflows. We often have tasks that take several try's to complete such as a phone calls to a client to get answers to questions. I would like to be able to see the noted attempts of calls to the clients with a date and time inside the workflow step or task.

It would be good to have a "team board" not a contact or business, etc. where a team could share notes on team projects or notes from vendors, or software tips and tricks, etc. Our team meets each morning and having a single location where we could all see and edit the morning meeting agenda's would be great.

Given the new workflow layout, it would be nice to be able to "collapse all" of the steps and/or tasks in a workflow as it is hard when creating/editing new workflows to get a good "bird's eye view" of the entire process in one screen easily.

That we can use to sort as well

When there are more than one linked contacts to a workflow, list their names in the task list. How does it help to see "2 contacts"? under the names? And they do not alphabetize if you sort by contact.

For example, if I wanted to build out multiple workflows that include the step "Open IRA Account" (with corresponding tasks below), rather than building that step out each time or cloning, I would be able to pull that particular step and tasks from a bank of stored steps/tasks

I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.

The new templates creations pages have some nice new features but other aspects are terrible, thus ruining the good things. Why on earth would you pin the workflow detail to the left and not have it static when you scroll down? IT wastes half the screen. Please change it to pin to the top or allow the user to choose where it is pinned.