Trigger on dates/ repeating schedule
Workflows would be much improved if it were possible to set them to launch on a systematic/scheduled basis. Ideally, workflow tasks would not be assigned to someone until the workflow is triggered per the set schedule.
For example, client meetings, annual client events, compliance, and other repeatable processes could be put on autopilot rather than having to remember to manfully launch workflows. This functionality has existed in other CRMs for years now, and it's disappointing that it's lacking here...
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!
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Lindsay Monasmith commented
I would love to be able to use this function in Redtail. We have a workflow for end of year activities as well as a few workflow processes we use every single month. It doesn't make much sense that we have to set up a separate recurring task just to help us to remember to attach a workflow. It would make much more sense to just have a recurring workflow that attached automatically each month/year so we wouldn't have to "think" about it.
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Brian Parke commented
Automations are nice, but they are not the same thing as setting a systematic workflow.
For example: automated workflows launched as a result of a meeting entered into your calendar is a reactive event. A proactive alternative is a task prompting someone to schedule with the client, which is initiated/created on the 1st of January, April, July, and October. The thing to remember about automations is: no matter what the trigger is, it's based on a manual data input. In this case, what prompted the meeting to be scheduled? The answer is either you remembered, the client initiated the meeting, or you use some other means outside of Redtail to remind yourself of what needs to be done. None of those are good options. Systematically prompting you or an admin to contact the client to schedule is proactive and would benefit all parties.
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Jennifer Goodworth commented
I'm not sure if "automations" would accomplish what you mean. We have workflows set on automation so that when a certain type of task or meeting is scheduled, it automatically generates a workflow to go with that task. I apologize if I'm misunderstanding what you mean!