"Notify Team' feature on workflow step outcomes, such as with updating activities
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!
Add a "Notify Team" option to Workflow steps and tasks. This will be helpful for notifying multiple people on the status of a Workflow. For example, when a staff member has a question about paperwork for a client, or needs to remind an adviser that information is needed, they can notify them using this tool within the Workflow. This will not be fixed by changing notification preferences, as the adviser is not always the owner of the Workflow.