My Workflow Tasks Page - Task Hyperlink Should Open Task
When you are on the "My Workflow Tasks" page, you can see of the tasks assigned to you. However, when you click an individual task you are taken to that workflow.
Instead, the task pop-up screen should appear, so that you can quickly update multiple tasks assigned to you in multiple workflows at one time.
Seems like how the link would obviously work.
Scott Crane
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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Georgia
commented
It would be nice if steps could be collapsible and expandable. This would be nice to help keep the Today page "Workflow Tasks to do Today" sections easier to follow and understand what needs to be done. We often have multiple appointments in a day and have different workflows for the different types of meetings that take place. Being able to collapse or expand would make it easier to insure all the tasks are being completed for the correct client/appointment.