Workflow Task Display on the Today Page
It is currently very challenging for our team to stay on top of workflow tasks since they are displayed in a separate area from Activities and also since they are only displayed in the “Workflow tasks to do today” section on the day that they are due. We currently have a TON of past due workflows, but it is very easy to forget since we don’t see the tasks listed out on the Today page unless they are due “today.” Please make it possible to filter the “Workflow tasks to do today” section on the Today page to show past due and then to set the default view of that section to “Past due and next 7 days.” This will totally change our ability to keep up and will allow us as a team to serve our clients more effectively. We want to use the Workflow feature more, but it is “out of sight, out of mind” and we are not able to use it effectively with the current features
JClark
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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Randi
commented
I know this is a partially solved issue, but the piece that's still missing for my part is mixing in workflow tasks with all other today tasks. Putting them in a separate area still makes it difficult. At least find a way to make that an option for users to integrate the two lists if we want to. I was on a call yesterday with my company and lots of people commented that they do not use workflows at this time for that very reason!
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Mary Snow commented
Why not just show workflow tasks on the "Activities" page too? You've got both on the calendar, surely you can put them in the same text space.
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Kevin
commented
Yup - MUST have. Until then, we've decided to not use workflows.
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Mark Kerwood
commented
Agreed!! "My Workflow Tasks" on the Today Page needs to only display outstanding (old) ones and maybe some short future time period? Right now it is showing tasks months down the road and causing our users to IGNORE this feature thinking they don't have anything to do. Upvoting!!
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Mark Kerwood
commented
Up vote!! We need the "My Workflow Tasks" on the Today Page to only display outstanding (old) ones and maybe some short future time period? Right now it is showing tasks months down the road and causing our users to IGNORE this feature thinking they don't have anything to do.