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1. Allow Tasks to be moved between workflow Steps

   603 votes

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   40 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jennie Sanders supported this idea  ·  Dec 14, 2015

2. Automation templates & recurring workflows

   536 votes

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   17 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Jennie Sanders commented  ·  Dec 14, 2015  ·  Delete…

   I just added a suggestion that I think is similar to this one.

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   Jennie Sanders supported this idea  ·  Dec 14, 2015
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   Jennie Sanders commented  ·  Dec 14, 2015  ·  Delete…

   Certain tasks must be done every month with end of month deadlines. Currently, creating a Workflow does not allow for the repeating feature. It would be helpful to set a repeating feature so as to create a workflow tying together a broad theme (such as Compliance) with the reoccurring monthly activities and tasks assigned to various folks. This would allow us to produce a timeline and all of the other big picture features available in Workflow.

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