All Inclusive To Do List, both Workflows and Activities on Today page.
Please create a uniform task/activitiy to do list composed of both activities and workflow steps for that day that can be sorted by priority or importance.
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!
It would be GREAT if you would ADD Workflows to the Activities (Tasks)! I rarely use the Workflows because it's at the bottom of the page under the Client and not as user friendly. Please Add the Workflow option to the Activities and have the steps appear there as well. Thank you!!