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137 results found

  1. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    When there are more than one linked contacts to a workflow, list their names in the task list. How does it help to see "2 contacts"? under the names? And they do not alphabetize if you sort by contact.

    76 votes
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

  2. workflow

    Bring back the old method of editing workflows.

    The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.

    It used to mirror what…

    39 votes
    3 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  3. Workflows Tasks start anytime

    I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.

    12 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  4. Collapse/Expand All options for Workflow Template Editor

    Writing at the time of the new Workflow Template Update (2021.05.17):

    The new system for editing templates is much more compact than the previous system and it could really benefit from a way to collapse all of the tasks or steps rather than clicking them all individually. Our office works with some very long workflows and it would help with scrolling and finding the steps/tasks we'd like to edit.

    40 votes
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

  5. Printable Overview of Workflow Templates

    I am writing this at the time of the new workflow template editor update (2021.05.17). The old template editor is what I would use to get screenshots of workflows to print off and discuss in a meeting with our team. I would use screenshots of the outcomes list and the template (because it showed the full text in the task descriptions in an organized format) to compile a document we could cut apart, rearrange, and discuss if the workflow accurately guided process. The new layout is more compact, but the new text box style with the scroll bar hides some…

    40 votes
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

  6. Ability for team members to see when someone is working on a task

    When a task is assigned to a team, it would be very nice for all users on that team to be able to see when a task is being worked on by another team member. This way 2 team members do not both work on the task simultaneously

    41 votes
    3 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  7. Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed

    We need workflow steps not to be hindered by the previous step being uncompleted that the next step isn't triggered for those steps that have a date.
    We use the step tasks as reminders on the specified date to run certain reports on that date. If the step before it isn't fully completed, it shouldn't prevent the next step being active on the date it's due. I know you can skip steps with outcomes and there are "ways around" certain things I've read in Retail's comments on similar requests... but that is not what I'm talking about and that doesn't…

    16 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  8. workflow task due date

    In response to another post "Workflow Template - Assign Task Due Date," I understand that the timeline for a workflow is set by the steps, but it would be helpful to be able to pre-determine due dates of tasks or at least when manually going in to edit a task, that step due date shows so you can make sure your task due date isn't set too early or too late.

    23 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  9. Move workflow tasks within a workflow template from one step to another

    Ability to move tasks within a workflow template from one step to an existing step or a new step. Currently, you have to create an entirely new task within the step. Some tasks have detailed information and it would be nice to be able to reserve that info versus retyping or copy/paste.

    24 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  10. notes and document attachment in workflow

    It would be nice to be able to attach documents when putting in a note in workflow step/task. It would also be nice to see the notes from the general notes page when

    56 votes
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

  11. workflows

    It would be nice if we could view workflow tasks like we do activities and have the option to filter by who assigned to and filter dates. I know there is a workflow report but you have to consistently reset the filters and it is not as user friendly.

    17 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  12. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!

    202 votes
    7 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  13. attach activity to workflow

    It would be helpful to be able to attach activities to a active workflow. That way you would see that the workflow task is complete by seeing the activity notes since you can't really put activity like notes within a workflow.

    64 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  14. View past due Workflow activities / Roll forward past due Workflow Activities

    The Workflow screen on the main CRM page shows workflow tasks due that day. However, there is no ability to see, or roll forward, past-due workflow activities.

    I am suggesting functionality similar to the view/roll-forward capabilities for past due Activities, just applying it to Workflow tasks.

    Thanks for the consideration!

    35 votes
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

  15. Workflow Template Filter Option

    Allow the filter to only show active workflows by default. Every time I go in, I filter my active workflow templates, go into one of them, and go back to the template list and I have to filter again. I do not want to delete the other ones, just want to remove them from view until I actually want to see them.

    29 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  16. link documents to workflow tasks

    Be able to link documents to tasks inside a Workflow

    38 votes
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

  17. color code workflow

    Allow color coding workflows based on "Assigned To".

    22 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  18. Workflow - Delete Steps after Workflow Launch

    The ability to delete workflow steps after a workflow is launched (similar to how you can delete tasks if necessary).

    20 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  19. Workflow due dates

    Is there a way to create a workflow that assigns task due dates within the workflow based on the number of days from creation of workflow as opposed to number of days from target date? We have a workflow for a process that frequently has varying amounts of time from creation to target date. Assigning due dates based on number of days before target date sometimes gives me tasks that are due in the past (before creation of workflow) and sometimes the first task is due two weeks after creation of workflow.
    It would be a nice option if the…

    26 votes
    1 comment  ·  Workflows  ·  Admin →
    How important is this to you?

  20. Workflow or Activity List Filters

    Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.

    4 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?
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