Target Dates Based on Previous Step
It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to have him/her make a follow-up call 4 days from submission.
28
votes
Mike
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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Tom M.
commented
I agree. This is *the* main reason we really don't use workflows. Nothing goes precisely as planned by setting one target date at the beginning. If a workflow has 12 steps/tasks, and the first step is thrown off by one day, the entire workflow is kinda worthless moving forward.