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1. workflow/Task (Option to hide completed tasks)

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   1 comment  ·  Redtail CRM » Workflows  ·  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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   Alex commented  ·  Nov 1, 2018  ·  Delete…

   While using workflows for multiple contacts that have due dates on the same days, the task level view can be overwhelming. It would be great to be able to toggle views between the task level and step level, and because task level is the only available view at this time, it would be great to have completed tasks removed from the all day events area.

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   Alex supported this idea  ·  Nov 1, 2018