Please Don't Make Next Task Dependent on Current Task Being Completed
If multiple users are assigned to a Workflow and one user forgets or simply does not complete their current task, the rest of the tasks then don't get completed, leaving either a major bottleneck of work to later do or even worse, overlooked. Please allow the steps in a Workflow to not be dependent upon sequential completion. In talking to several other advisors and support staff at Orion Ascent, Workflows are not being used at all for this specific reason. Our prior CRM did not have this restriction and this is making the adoption of RedTail a much more difficult transition.
Bob Stamm
shared this idea
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Aspen
commented
This would be such a useful feature!! We often have steps that run concurrently that can't be combined into one step because the target due dates are different. Our workaround is that we have a task to set all of the due dates for each individual task, which is a huge administrative burden. It would be amazing to have steps be able to be completed concurrently with different step due dates.