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1. Workflow Task Display on the Today Page

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   4 comments  ·  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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   Mark Kerwood commented  ·  May 11, 2020  ·  Delete…

   Agreed!! "My Workflow Tasks" on the Today Page needs to only display outstanding (old) ones and maybe some short future time period? Right now it is showing tasks months down the road and causing our users to IGNORE this feature thinking they don't have anything to do. Upvoting!!

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   Mark Kerwood commented  ·  May 11, 2020  ·  Delete…

   Up vote!! We need the "My Workflow Tasks" on the Today Page to only display outstanding (old) ones and maybe some short future time period? Right now it is showing tasks months down the road and causing our users to IGNORE this feature thinking they don't have anything to do.

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   Mark Kerwood supported this idea  ·  May 11, 2020