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1. Kanban board

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   4 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

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

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   Linden commented  ·  Nov 3, 2022  ·  Delete…

   Strongly agree. I use Trello personally and Asana professionally. Right now I crosslink Redtail/Kanban tasks. It would be spectacullarly advantagous to have kanban capability in the same work environment (and within RT environment is both secure and WORM compliant) that would ALSO be integrative with client record level tasks (as opposed to RT Workflows where Workflow tasks don't also become client level tasks - i.e. causing duplicative work, determining task in the context of a work flow and then, having to block the task to the calendar - prohibitively complicated).

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