schedule workflow tasks on calendar to specific block of time
We need to be able to take a workflow task and assign it to a specific time on the calendar such as alloting 1 hour of time, or 2 hours of time, and then have it show there and in the client record when completed. This helps determine how much time it takes, allocate time accordingly and bill the client appropriately. Having the tasks without being able to schedule them to a specific block of time is quite frustrating.
30
votes
Dana Anspach
shared this idea
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!