uncomplete entire workflow
Closely related to uncomplete workflow steps, but I don't want to assume this improvement is included in that effort. Sometimes the accidentally completed step marks the entire workflow complete. We should be able to uncomplete that final step or at least go to the list of completed workflows and uncomplete the workflow there.
Dan Lauer
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!
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Casey
commented
We really need the ability to uncomplete the step in workflows. I accidentally completed one and it is such a pain bc there are so many task and am I am training to train my team!
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Anonymous
commented
This desperately needed; everyone makes mistakes!! if I accidentally choose the wrong outcome I can't "erase"
this is a nightmare -
Nancy Buck
commented
If I'm understanding you right, I believe that feature is already there. All you have to do is click on "un-complete" on the right hand side within the workflow.
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Mandy
commented
PLEASE allow us to uncomplete workflow tasks! I see many people have requested this and they have all been shot down with the explanation that we need to be using Outcomes. I do use Outcomes for some of my Workflows but I'd prefer not to add them where they are not needed (ie: there is only 1 Outcome - complete the step) just so that we don't accidentally complete a step. If activities can be Uncompleted, why can't Tasks?
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Andrea Nelson commented
I had the same issue. I was testing it, and now I have a completed workflow that is not accurate. I really don't like not having the option to delete it either.