Workflow Overview With All Staff: Workflow User On Step Rather Than Workflow Owner
When I go to the list of all the active workflows that all staff are working on, I'd rather see which person on the workflow that the current step is on, NOT the workflow owner. The workflow owner being shown is especially annoying if that owner no longer works there. We review this list in a weekly meeting and it adds extra steps to have to open up a new tab to see which person is working on a step. This would be a huge help and add efficiency for us. Thanks!
Hillary Walsh
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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Amanda Rennie
commented
If you run a workflow task report, this will tell you which tasks are outstanding, and who owns each task. This is what we do at our weekly workflow meetings. Its works great! Good luck!