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209 results found

  1. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    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.

    25 votes
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  2. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    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.

    13 votes
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  3. Save the selected Workflow Step Outcome "text" within step completion notes as first line.

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

    6 votes
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  4. Add time stamped notes inside the workflow

    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.

    31 votes
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  5. I would be great to have a "team board" where information could be shared in one place such as all tasks that are being worked on by a team

    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.

    1 vote
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  6. Collapse All Feature in Workflows

    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.

    26 votes
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  7. 1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  8. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    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.

    52 votes
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  9. Adding steps with tasks built out to drag and drop into different workflows and templates

    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

    6 votes
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  10. workflow

    Bring back the old method of editing workflows.

    The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.

    It used to mirror what…

    36 votes
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    3 comments  ·  Workflows  ·  Admin →
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  11. Workflows Tasks start anytime

    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.

    9 votes
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  12. system validation that does not allow you to save a Workflow that has Outcome(s) associated to Steps that are removed (no longer exist)

    When Outcomes exist that were associated to Steps that were removed, two things appear to happen; 1) on Workflows, the Outcomes just disappear without warning. and 2) on Workflow Templates, this appears to have caused the Workflow Templates to behave as follows: can't "create the workflow" from a contact record and when the workflow template is selected and fired by an automation, the workflow does not start at the first step. System validation should be put in place to notify and/or prevent saving of Workflows and Workflow Templates that have Outcome(s) associated to Steps that are being removed (no longer…

    3 votes
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  13. workflow templates - pin detail to top (not left)

    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.

    13 votes
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  14. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    Lots of thoughts on the new design, but please, please let me access the old workflows. The current design
    1. Blocks out 1/2 the page so that the high level task can stay displayed on the left, why? NO purpose or benefit only detraction.
    2. Because of #1 The WORST part - each step/box at the top in each step of the workflow displays maybe 2-3 words. Only way to read the step is to go into the step and scroll over. HORRIBLE. The name of the step needs WAY MORE SPACE
    3. And all the steps are spread out…

    58 votes
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    3 comments  ·  Workflows  ·  Admin →
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  15. Set Workflow Step Due Date to a Specific Day of the Week

    It would be helpful to not only be able to select x days, weeks, or months before a target date, but to actually select "Friday" before or after target date. Our office for example has to have summaries for a meeting prepped and ready every Friday for the following week.

    16 votes
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  16. Collapse/Expand All options for Workflow Template Editor

    Writing at the time of the new Workflow Template Update (2021.05.17):

    The new system for editing templates is much more compact than the previous system and it could really benefit from a way to collapse all of the tasks or steps rather than clicking them all individually. Our office works with some very long workflows and it would help with scrolling and finding the steps/tasks we'd like to edit.

    34 votes
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  17. Printable Overview of Workflow Templates

    I am writing this at the time of the new workflow template editor update (2021.05.17). The old template editor is what I would use to get screenshots of workflows to print off and discuss in a meeting with our team. I would use screenshots of the outcomes list and the template (because it showed the full text in the task descriptions in an organized format) to compile a document we could cut apart, rearrange, and discuss if the workflow accurately guided process. The new layout is more compact, but the new text box style with the scroll bar hides some…

    34 votes
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  18. Workflow Dates Expansion

    I want to see the ability to have workflow dates for steps and tasks expanded. IE: If a certain task is done the Monday prior to the target date, etc.

    I also think it would be helpful if the task date was triggered by the previous step or task getting completed - otherwise there are tasks or steps that are ALWAYS past due because the person prior didn't complete on time and you can't see the next step or task until that is done and they are already past due.

    12 votes
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  19. Workflow Automation

    There should be an option on workflow automations to designate who the specific advisor/s, or empolyee/s the automation workflow is being created for.

    For example if Jerry and Bob work through the same data base they have access to each other's calendar, contacts etc. But Jerry wants to create an automated workflow when activities are added. The downside to this is that when Bob now creates an activity it automates a workflow for him as well, and he does not like this feature.

    11 votes
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    1 comment  ·  Workflows  ·  Admin →
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  20. On Contact WorkFlows to have a column that says who the next step is assigned to.

    It would be so helpful if we could add a column on the Contact WorkFlows section to be able to quickly identify who the next step is assigned to. Currently a client has 5 active WFs and if I am working on a client and click on the Workflows, there is no quick way to tell if any of the workflows are assigned to me without opening all five of the workflows.

    9 votes
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