Add Workflow Task Notes
We are currently having issues accessing the notes documented within the description box of workflow tasks. If task notes are are captured in the step notes box it can quickly become a jumbled mess. For example, we have a workflow with 2 steps and within those 2 steps are about 5 tasks all assigned to different people. Are the notes for all 5 of the different tasks assigned to different people supposed to be jumbled in a no particular order within the step notes box. So instead of seeing the notes for the specific task, we would have to go to the step notes and filter though notes regarding ALL the tasks and figure out what is going on?
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!
Is there any updates on this? It would be very helpful to add "task" notes instead of everything, as Hayley mentioned, jumbled under "step" notes. That way a user could see just the notes under that particular task. Step notes could then be utilized to see all task notes in one spot/pdf. Even labeled as such. For example: clicking on step notes under step 1, would open a pop-up window that listed task 1 notes as a header and then all of it's notes, task 2 as the next header and so forth.