It would be nice to be able to link individual steps in a workflow to different clients. Sometimes a workflow involves multiple clients, but I don't always want to link the entire workflow to any one person.

Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.

Allowing a workflow to change all dates (target and completion date) due to an outcome. For example, created a workflow with an outcome of following up in 7 days in the 1st step. If that outcome were selected, I would like to automatically extend all dates within this workflow by 7 days, including the target and completion date.

When you schedule a review meeting and it triggers an automated workflow, we should be able to designate a due date on the template that is x number of days prior to the scheduled meeting.

I would be good to be able to add a step to an existing workflow after it is started after completed steps and before then next in process step. Currently if this is done, the new step remains "not started" and the "in process" step is still showing as next task due.

I would like to have a way to search Workflows. I title my Workflows, but it gets lost among all the other 60 plus workflows listed. I would like the ones that are titled the same to stay together, or if they could be alphabetized. Currently it's just a hodge podge of titles, and it takes a while to find the one I'm looking for.

Thank you,
Mary Newman

(username Mary Newman)

Add Workflow Task creation date as a field in the task. The field is auto-generated when the Workflow Task is assigned. When a Step is completed and the next set of Tasks is initialized, each of those Tasks should be assigned a 'Task Creation Date'.

When looking at open tasks, it would be good to be able to look at Tasks older than 90 days, 30 days, etc.

It would be nice to also be able to use this to auto-set Due Dates. That is, being able to set a Due Date of '5 days after Task created/assigned'

Change "complete" for Workflow steps and tasks to a button control rather than a simple text hyperlink. Users are confused and see the word "complete" after a task and assume that is the current state of the task/step. A button control is more indicative of something that causes an action.

Create a task competed trigger, versus just a due date trigger, on work flows, to the next assignee to notify their task is now due

With the change to the workflow templates editing/creating in Manage your account, it would be nice to see the entire workflow step just the same as we can see the workflow tasks in print. For example when we type in the step you can't see all the words but in the tasks you can see all the words above the text box.

When creating or viewing a workflow, it would be so helpful to see all the steps and tasks on one screen. A toggle button that allowed for minimizing/maximizing all the steps/tasks would be incredible helpful.

The ability to link documents to a workflow step or task that doesn't have an URL.

While I like the new format of editing workflows, the fields are tiny and you can't see all of the text in the field. The Step Name field is probably 12 characters wide. Also, the field width of the Outcome text is so narrow and squeezed.

There is also a lot of wasted white space on the page, and the UI could be more streamlined.

Please allow us to set permissions on who can edit/change workflow templates and tasks once they are started. Right now, anyone can change/remove workflow templates. That is just crazy.

Allow a WORKFLOW NOTIFICATION OPTION in PREFERENCES that simply notifies team members when each "STEP" is complete, NOT whenever there is a minor edit to a name, a new task added (that they are NOT assigned to), etc. Way too many notifications going out to senior team members.

Create the ability to add permissions onto workflows