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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!

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   jbotzler commented  ·  Dec 22, 2015  ·  Delete…

   Another feature that would be nice - the ability to complete workflow tasks out of order.

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   jbotzler commented  ·  Dec 22, 2015  ·  Delete…

   Also the ability to move them on your calendar. To be able to "rollover" a task that was never completed so that it stays current on the calendar, otherwise it's easy to forget the task is due.

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   jbotzler supported this idea  ·  Dec 22, 2015