link workflow task to activity
It would be wonderful if you could link an activity to a workflow task. For example, if the workflow task was to update MoneyGuide Pro, your activity linked would document all changes made and what was done. This way it posts individually to the client instead of only posting in notes of the client when the WF is done.
43
votes
Sandra
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!