jbotzler
My feedback
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15 votesjbotzler
supported this idea
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593 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!
An error occurred while saving the comment jbotzler
commented
Another feature that would be nice - the ability to complete workflow tasks out of order.
An error occurred while saving the comment jbotzler
commented
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.
jbotzler
supported this idea
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I completely agree with this! We actually use the "First Review Date" as the client's most recent review date. Because of this new update, the recurrence/frequency of a client's portfolio reviews is being changed without us even knowing. We want the recurrence to stay constant. For instance, if a client is set to meeting during Q1 and Q3, we have set their recurrence to be on the 1st Monday of every January and July. With the new options, there is no longer a way to do this.