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1. Allow Tasks to be moved between workflow Steps

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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!

   Monica supported this idea  ·  Feb 20, 2015
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   Monica commented  ·  Feb 20, 2015  ·  Delete…

   I would like the option to move or reorder a Task within a Step or to move or reorder a Task from one Step to another the same way you can move a Step from lets say the bottom to the top. Or the option to move it to another Step from the drop down button on the Task instead of having to delete it completely. Or even the option to copy the Task from the drop down button to be moved to another step. This will help when building out a workflow in in case we missed something during the white boarding process.

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