Lindsay Monasmith
My feedback
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56 votes
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!
An error occurred while saving the comment Lindsay Monasmith
supported this idea
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271 votes
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!
Lindsay Monasmith
supported this idea
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I would love to be able to use this function in Redtail. We have a workflow for end of year activities as well as a few workflow processes we use every single month. It doesn't make much sense that we have to set up a separate recurring task just to help us to remember to attach a workflow. It would make much more sense to just have a recurring workflow that attached automatically each month/year so we wouldn't have to "think" about it.