Gina
My feedback
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15 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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supported this idea
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much needed please! ! !
These workflows will create massive value for us (we would never stop using Redtail) but at the moment they're only 50% as useful as they could be, since we don't know when something is on the step that is assigned to us.
For example, right now on my dashboard in my account, in the upper right corner it shows 6 active workflows, yet not a single one actually has anything for me to do. All 6 workflows are currently at one or 2 steps prior to the step that is actually assigned to me. So the ball is not in my court and I won't know when it will be in my court unless I continuously check all 6 workflows through the day every day. This defeats the purpose of having the workflow (for us), since we created it to ensure nothing slips through the cracks.
At the moment we find ourselves ignoring the workflows altogether because it's time consuming to keep checking.