I know this is a partially solved issue, but the piece that's still missing for my part is mixing in workflow tasks with all other today tasks. Putting them in a separate area still makes it difficult. At least find a way to make that an option for users to integrate the two lists if we want to. I was on a call yesterday with my company and lots of people commented that they do not use workflows at this time for that very reason!

Why not just show workflow tasks on the "Activities" page too? You've got both on the calendar, surely you can put them in the same text space.

Redtail I really hope you work on this soon. My staff is neglecting workflows and this is the reason we've have zero adoption of workflows. It's very challenging to see things through to completion when they are not on your radar. Personally, I'd rater the workflow tasks show up in my "Things to do" like any other tasks. I don't prefer them to be separated. Please put some resources around making this happen!

Agreed! Workflows don't work if the task due date comes and goes and it isn't completed, nothing advances and I don't want to keep reminding colleagues about past due workflow tasks, I want the system to do that - please.

I like this idea.... also could the past due tasks REMAIN on the today screen until completed?

Agreed, PLEASE show past due and upcoming workflow tasks on the Workflow tasks due today interface. I want to see everything outstanding in this view for better usability. As of now, I don't think I've ever logged in and seen anything in that area of the home screen. Same goes for activities. Name it something else if you have to, but it's a poor user experience to have to click elsewhere to get this info. The dashboard should show this by default.

In addition more filter options for the workflows view would be great. You can filter by workflow owner, but I'd like to filter by task owner. The options now are very limited. I'm losing track of workflows bc there's too many and the views are not condensed enough, or condensed too much. Reminders that actually alert you would be beneficial as well, instead of just a reminder section, which again is too much and not filter friendly.

Agree - open workflows need to be seen from the dashboard and not just activities that are due on that date - should show current and past due (with date due) workflow tasks otherwise things are falling through the cracks.

Past Due Workflows do not show up on the today page and there is no button to see what your past due workflows are without seeing all of the workflow items assigned to you and because of this, workflow steps and tasks could fall through the cracks. It would be great if the Past Due tasks stayed on the today page in red until completed. Is there something in the works to separate out past due workflows?

Yup - MUST have. Until then, we've decided to not use workflows.

Agreed!! "My Workflow Tasks" on the Today Page needs to only display outstanding (old) ones and maybe some short future time period? Right now it is showing tasks months down the road and causing our users to IGNORE this feature thinking they don't have anything to do. Upvoting!!

Up vote!! We need the "My Workflow Tasks" on the Today Page to only display outstanding (old) ones and maybe some short future time period? Right now it is showing tasks months down the road and causing our users to IGNORE this feature thinking they don't have anything to do.

It is currently very challenging for our team to stay on top of workflow tasks since they are displayed in a separate area from Activities and also since they are only displayed in the “Workflow tasks to do today” section on the day that they are due. We currently have a TON of past due workflows, but it is very easy to forget since we don’t see the tasks listed out on the Today page unless they are due “today.” Please make it possible to filter the “Workflow tasks to do today” section on the Today page to show past due and then to set the default view of that section to “Past due and next 7 days.” This will totally change our ability to keep up and will allow us as a team to serve our clients more effectively. We want to use the Workflow feature more, but it is “out of sight, out of mind” and we are not able to use it effectively with the current features