Workflow step instructions/notes
I use workflows to make sure that I go through a consistent process of inputting the details of an account when it first downloads in the program. I click on the workflow tab on the left (not from the box on the home screen) and it then on the client's name and it shows me the single workflow I have open (that itself has multiple steps). I do not click into the workflow further from there but instead hit the pull down and mark each step complete. In that particular screen, I would love to have, above the note section, the instructions of what the particular step entails.
Different suggestion, when I click on the title of a completed activity it should show me each step, the outcome I chose for each step, and the notes I wrote in along the way documenting the process (those notes of course should not be editable when the workflow is complete).
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!