This is a MUCH needed feature, and it's been 4 years since this functionality has been broken.

It would be nice if workflow tasks could auto populate based off a day we set instead of building everything off of the initial date. For example - if i have three steps to complete with a client step 1 would have a start date and then step two would populate for me 1 day later once I click to complete step 1, then step 3 would populate 2 days after the completion of step 2.

I think it is unreasonable to expect a completion date by a specific date that we set because clients don't work at our pace its theirs, to an extent.

On workflows, once a step is complete, have the tasks associated with the next step automatically update to a due date of when the previous step is completed or when that next step becomes active. For example, Step 1 started on 3/25/2024, Step 1 completed on 4/1/2024, Step 2 becomes active 4/1/2024, tasks associated with Step 2 have a due date of 4/1/2024.

This would be a huge upgrade for workflows. Some of our workflows depend on client actions, which can not be reliably predicted. This puts the whole workflow "past due". I can go in and manually change the target date for the whole thing to get all the due dates to update, but what a hassle! It sounds like this was already an option in the previous iteration of workflows - please bring it back.

This is sooo important. Please implement this.

Also, it would be great if future dated workflow steps could have a contingent date. Ie, it's due at the earlier of X after the workflow target date, OR X days after the step before it is completed... whichever is earlier.

This would improve the flow of tasks when projects are going quicker than anticipated, or quicker than the workflow's defaulted time line.

Need the ability to link/set the next step due date from the previous steps completion date, not just the Target date. i.e. Next step due date is 7 days after completion of current completed step. Allows for a more fluid and dynamic workflow that is not tied to a fixed start date.

yes, like this idea too

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.

Also need to take into account weekends. I have workflows for reviews set for 2 days prior to the meeting to ensure information has been reviewed and any new forms have been prepared. If the review appointment is set for a Tuesday or Wednesday, the workflow task falls on Saturday or Sunday - these should default to the Friday before when weekends become the task date.

This is much needed and Redtail should reassess their decision not to make this change (As noted on recommendation titled "Due Dates for Steps and Tasks")

I don't know how this isn't a feature already available. Some tasks are completely contingent on the prior step.

There is another thread in the suggestions page called "Dynamic Workflow Due Dates" which currently has more votes than this thread. The idea is the same. I would advise anyone who up-voted this to also up-vote that thread!

This needs to be optional because some of our workflows have to be tasked by date, whether or not previous steps were done.

We get a bottleneck in our process when an employee is out of town, etc. It would be great to have the due date for the next step in a workflow based on the completion date of a previous step. So instead of the next step's due date being based on the original target date, it is based on when steps are completed. It makes the workflow more fluid and prevents us from having to go change due dates. For example, Person 1 is behind on phone calls (Step 2 in the workflow), so only when Person 1 has completed the phone call, does the next step (Step 3 of the workflow) get a due date for "sending a follow-up email" of 7 days after the phone call completion, rather than 1 day after phone call completion due to late execution by Person 1.

past due workflow
Workflows should be designed to keep you on track for certain tasks based on when items are due. If steps/task are behind time then the workflows should be alerted to the user in some way. Red and bold or some how highlighted. The next steps should not be held up on a previous step that is not finished because it will only put the workflow that much further behind.

Some workflows are step based and need the previous steps completed before the next does and some are time based where they need to be completed on certain days and others are a mixture. We need to have this options.

We personally have workflows that would need to be a mixture where certain steps need to be done but then the rest of the time flow is based on the dates of that completion of that step.

After the initial "Step", each "Step" due-date should flow off the previous "Step" due-date with regard to the timeline. At current, if a step is taking longer than expected (transfer processing), the whole timeline is off for the remaining steps. Having the "workflow tasks to do today" on the home screen without the ability to account for weekends and the aforementioned "Step" delays seems like a miss. Thank you, Jared

I am a newer user, and am not familiar with the previous version, but we struggle with this issue as well.

It would be great to see due dates populate based on the completion date of the previous step. I have missed several workflow tasks because they never showed up on my "Today" screen because it didn't get to my step until after the assigned due date.

Another help would be to have the option to see Past Due task filtering on "Workflows Due Today"

I agree, it would save time and be less complicated on our front if setting the due date was similar to how it was before tailwag was introduced.

Many of our workflows include a step where support staff is checking in on something, e.g. prospect has scheduled a fit meeting, outside practitioners have implemented an estate plan or insurance. if the staff member checks in once, the client has not completed the task, then they need to adjust the due date of the step. That's fine, as they may decide to adjust the next due date out a month or more, depending on the circumstances. BUT, the issue is that none of the future steps/tasks adjust their future due dates. This means, that they need to go in and manually adjust the due date of every future step, every time we are updating workflows. this is very laborious and manual - which leaves room for human error. it would be better if the workflow would adjust all future due dates by the "new" adjusted date of the current step, i.e. the next step is supposed to happen in 4 weeks, and the next step in 6 weeks - and the actual due dates would automatically adjust for all future steps/tasks.

In addition to making due dates relative to the target date, there should be an option to make the due date relative to the completion of another task or step. This would allow for the situation of: if a workflow falls behind, all of the due dates should adjust automatically.