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253 results found

  1. 22 votes
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    1 comment  ·  Workflows  ·  Admin →
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  2. 4 votes
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    0 comments  ·  Workflows  ·  Admin →
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  3. Hoping to find a way to send a "Workflow Reminder" directly to the outstanding team member.

    I would love to write a way to send a "Workflow Reminder". For example, I would like to remind one staff member that they have tasks outstanding and I would like to have a reminder sent directly to him via email to work on them. This would be in addition to him seeing his outstanding task bar on his desktop, which is often ignored as.

    16 votes
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    1 comment  ·  Workflows  ·  Admin →
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  4. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    I think it would be useful to add the workflow start date as well as when the previous step was completed as reference points for when steps are due. This would add flexibility to anchor when a step is due to days from the start date of the workflow, or from when the previous step was completed. Some steps are better anchored to start date, while others are better anchored to target date.

    Many times, steps take longer than anticipated, and the existing workflow structure is not accommodating to this. Additionally, only having "target date" as an anchor for when…

    33 votes
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    0 comments  ·  Workflows  ·  Admin →
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  5. Once a step is completed it would be nice to be able to add another step note if something was forgotten or incorrect.

    In the note pop up add another option for a "new" note in addition to close window.

    10 votes
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    0 comments  ·  Workflows  ·  Admin →
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  6. Workflow added to notes as a follow activity

    Would it be possible to add workflow to the actions drop down list once a note is added, where we select workflow as follow up activity to the note.

    25 votes
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    1 comment  ·  Workflows  ·  Admin →
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  7. Email notifications when workflows are completed

    We would like the workflow owner to only get a notification when an entire workflow is completed, and not when individual steps or tasks are completed.

    21 votes
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    0 comments  ·  Workflows  ·  Admin →
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  8. Integrate workflow task into Things to do list

    Task from workflows need to be integrated with regular activities on the To-Do list. They do not need to be separated. Also they need to come up every day on the to-do list until completed.

    64 votes
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    1 comment  ·  Workflows  ·  Admin →
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  9. Updating Workflows and staying in the same page once refreshing

    When I update a workflow in the template section, when completed it takes me back to the beginning page 1 even if I am in page 20. It would nice to refresh the same page instead of me looking for it again.
    I have almost 600 workflows, pls pls add this function, that function used to be there before you did the updated.

    9 votes
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    0 comments  ·  Workflows  ·  Admin →
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  10. Workflow Management

    I would like to see only the workflows that I'm apart of and the ones that I create, no need to see what others are working on if I'm not involved. It's confusing as a new employee to be able to view these items as they don't concern me. If possible to restrict the view or have an option to hide.

    8 votes
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    0 comments  ·  Workflows  ·  Admin →
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  11. Workflows - UNDO - this is NOT answered yet.

    There is the option on Tasks to "complete" or "un-complete". This needs to be available for Steps as well as Tasks.
    The answer given previously was "make it an outcome", which doesn't suit the need, and is extremely labor intensive. We just want to be able to fix a mistake - you clicked it was done, but it isn't - open it back up.

    42 votes
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    0 comments  ·  Workflows  ·  Admin →
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  12. Workflow in main Notes Realtime NOT once Workflow is done

    It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going

    129 votes
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    1 comment  ·  Workflows  ·  Admin →
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  13. 29 votes
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    1 comment  ·  Workflows  ·  Admin →
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  14. All Inclusive To Do List, both Workflows and Activities on Today page.

    Please create a uniform task/activitiy to do list composed of both activities and workflow steps for that day that can be sorted by priority or importance.

    60 votes
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    1 comment  ·  Workflows  ·  Admin →
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  15. Note Template within Workflow Note (Outcome Note)

    Hi,

    It would be great if we can choose a pre-made note template when we are filling out the outcome note within a workflow.

    Thanks

    23 votes
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    0 comments  ·  Workflows  ·  Admin →
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  16. prioritize workflow

    Be able to prioritize workflows instead of just going by due dates. If we have 10 workflows due this week, we want to make sure we get high priority ones done first even if there are low priority due dates.

    56 votes
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    3 comments  ·  Workflows  ·  Admin →
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  17. Uncomplete Workflow tasks

    PLEASE allow us to uncomplete workflow tasks! I see many people have requested this and they have all been shot down with the explanation that we need to be using Outcomes. I do use Outcomes for some of my Workflows but I'd prefer not to add them where they are not needed (ie: there is only 1 Outcome - complete the step) just so that we don't accidentally complete a step. If activities can be Uncompleted, why can't Tasks?

    82 votes
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    3 comments  ·  Workflows  ·  Admin →
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  18. assign a task to the workflow owner

    Please add an option to Assign a task under a workflow to the owner of the workflow. That way workflows that we can create a workflow assigned to teams as owners, that have steps listed with the owner of the workflow as the person responsible. Then the team member who pick up the workflow can change the ownership to themselves and the ownership of the underlying tasks will change to that person without them manually having to reassign them.

    11 votes
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    1 comment  ·  Workflows  ·  Admin →
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  19. Allow workflows to show up on "Today" Page without a due date

    Allow workflow step and tasks to show up on the Today page without a due date. Some project or client onboarding may not have a due date and it would be nice to see all open workflows that do not have a due date.

    31 votes
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    1 comment  ·  Workflows  ·  Admin →
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  20. Collapse Workflow Steps

    When building workflows, it would be really great if we could "collapse" the step to hide the underlying tasks. Our workflows have a lot of tasks with long descriptions and it is easy to get lost when building a workflow.

    29 votes
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    1 comment  ·  Workflows  ·  Admin →
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