Make a workflow step's due date relative to previous step's completion
Instead of scheduling a task's due date relative to the workflow's due date, we would like to be able to schedule it relative to when the previous step was completed. For example, have step one due a day after the workflow is made, and step two due one week after step one was completed.
In addition, workflow tasks should remain on your "today" page from the day they are due until the day they are marked complete. That way if you are not in the office, or unable to do it on the day it is due, you won't forget about it.
Anonymous
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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Hannah Dabbs Mendoza
commented
I cannot stress how accurate this person is! In the Financial Services industry the majority of our "tasks" are relative to our clients and Broker/Dealer. The BIGGEST feedback the financial advisors in my office give is the activities/workflow in Redtail don't work because the tasks always become past due or do not automatically update relative the tasks before them. If the task is "Get clients signature" than we cannot complete the next task until that task is done. This NEEDS to be a top priority for 2021.