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253 results found

  1. Notes on tasks within Workflows

    I know we can make Step notes when an entire step is completed. However when we have multiple people doing tasks within a step, it would be nice to have a separate field for them to put notes in regarding that particular task when it is complete. Yes I am aware there is a "description field" for a task and yes I know we can add notes there. That is work around and not a solution.

    32 votes
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  2. Adding an automation for multiple people responsible for a workflow. i.e advisor notes vs admin adding to CRM

    In our on boarding workflow both the Advisor and the admin team have different responsibilities that follow one another. One must be done before you can proceed to the next step, but we get held up when the Advisor doesn't do their part,eg. client notes, personal card, etc. If an alert or email was automated to be sent to the next person responsible, we wouldn't have to call them out or keep asking them to do it.

    7 votes
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    0 comments  ·  Workflows  ·  Admin →
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  3. workflow

    From the Today page, "Workflows Due Today" need a toggle to look at past due and future tasks, like activities have. It would also be awesome to change the assigned to like the activities have.

    34 votes
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  4. Workflow option to apply to married couple/family

    When assigning a Workflow such as "New Client Onboarding," it would be nice if we had the option to apply the workflow to the married couple or to the "family.". Redtail is requiring that I complete each of the steps and tasks for the husband and wife separately and this is redundant as our firm only requires these steps/tasks be completed once per married couple/family. Thank you for considering.

    8 votes
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  5. Would like the ability to add a Step Note without Uncompleting a Task already Completed

    It is cumbersome to have to go back through a Step and mark formerly completed tasks because the Note feature changed the status.

    16 votes
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  6. Generating the next step/task in a workflow.....

    Instead of showing ALL the steps/tasks due on the calendar, a step/task should not show up on the calendar until the previous step/task is completed. Example: Step 1/Task 1 (marked completed) then the next Task 2 within the Step 1 is generated. Once all the tasks have been generated 1 at a time and completed then the Step 2 would generate. That way the calendar is not bombarded with so many tasks. This is especially helpful when so many steps/tasks are generated for a multitude of clients.

    37 votes
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  7. Add automatic actions to workflows

    Rather than just add tasks for users to complete, add the ability to update contact fields, account fields, and UDFs automatically after a task has been completed.
    i.e. After a client comes in for a meeting, update the UDF "last meeting" to the workflow's target date.

    12 votes
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  8. workflow outcome description template

    Ability to create a template for the 'step notes' free-entry text box (comes up after completing a workflow step and adding an outcome). IE to make sure outcome notes are consistent, and prompt/remind user what details should be included in that box.

    Similar to the template ability for description box on activities + notes.

    20 votes
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    2 comments  ·  Workflows  ·  Admin →
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  9. 12 votes
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    1 comment  ·  Workflows  ·  Admin →
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  10. Workflow Dates

    It would be helpful to have steps run at the same time but with different due dates. I understand you can complete tasks in any order under one step, but tasks can not currently able to be assigned due dates or even start/notification dates.

    15 votes
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  11. comment on completed Workflow steps

    Please add the ability to Comment on completed workflow step notes. The Step Notes are great but then sometimes I think of things after completing the step and I cannot edit it. It would be nice to be able to add a Comment like we can add a comment to regular notes on the main client screen.

    11 votes
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  12. Exclude Weekends as Business Days

    Exclude weekends from working days. For Workflow Target dates, weekends are currently included as working days. These should be able to be exclude. So if your workflow has a task that is 4 days before the target date, it would be 4 BUSINESS days before the Target Date. If a meeting is scheduled on a Monday or Tuesday, it doesn't leave many working days to complete the workflow appropriately. This is not ideal.

    25 votes
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    2 comments  ·  Workflows  ·  Admin →
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  13. Add documents to workflows!

    We really need to be able to link Documents to workflows. We have several workflows for trades and such that we need to attach spreadsheets to, the way we can on activities. There are a few workflows we haven't built because we can't attach Documents to them like you can to an Activity. This is super frustrating!

    137 votes
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    6 comments  ·  Workflows  ·  Admin →
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  14. workflow filter

    I filter the workflows to get a list pertaining to me. If i click on one and read it, could the back/return button take me back to the filtered list? Right now it goes back to the unfiltered, full list and i have to re-filter under my name again.

    20 votes
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    2 comments  ·  Workflows  ·  Admin →
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  15. work on more than one step at a time

    I would like to be able to work on more than one step at a time. I have 3 things that need to happen at once that need to be in one work flow and not 3. I have actually made about 6 different workflows to make the process work. Not everything goes along with our timeline, so just cause i am waiting for one item in a step I want to be able to open the rest

    15 votes
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  16. link workflow task to activity

    It would be wonderful if you could link an activity to a workflow task. For example, if the workflow task was to update MoneyGuide Pro, your activity linked would document all changes made and what was done. This way it posts individually to the client instead of only posting in notes of the client when the WF is done.

    43 votes
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  17. workflow notes

    As you go through a workflow, especially if two team members are working on a particular step, it would be wonderful if the step comments would appear under step notes so that it printed on the summary. This would allow for quick and easy access to why things were done the way they were. Or to be able to add a step note before completing the step. Or, even better yet, to be able to add task notes that had a summary similar to step notes summary.

    15 votes
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  18. Target Dates Based on Previous Step

    It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to have him/her make a follow-up call 4 days from submission.

    28 votes
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    1 comment  ·  Workflows  ·  Admin →
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  19. Make a workflow step's due date relative to previous step's completion

    Instead of scheduling a task's due date relative to the workflow's due date, we would like to be able to schedule it relative to when the previous step was completed. For example, have step one due a day after the workflow is made, and step two due one week after step one was completed.

    In addition, workflow tasks should remain on your "today" page from the day they are due until the day they are marked complete. That way if you are not in the office, or unable to do it on the day it is due, you won't forget…

    86 votes
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    1 comment  ·  Workflows  ·  Admin →
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  20. Workflow Task Display on the Today Page

    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…

    114 votes
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    4 comments  ·  Workflows  ·  Admin →
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