Ability to assign a workflow or items in a workflow to another user
Katie Knight
When adding a workflow, I'd like the ability to assign it to another user. I want to assign workflows to my staff to follow up on
Katie Knight
Merged in a post:
Ability to assign workflow tasks to multiple users
Katie Knight
I would like to assign tasks within a workflow to different people instead of the whole workflow being assigned to one person
Event Temple
would love the ability to not only pre-assign workflow tasks, but also pre-assign who the emails will be sent from. Different team members are in charge of different aspects of the Booking. Allowing them to pre-determine these automations would save time and ensure the consistency of correspondence to the client
Event Temple
Merged in a post:
Put a default user in workflows
O
Olivia Frydman
Since we do not work with tasks directed at one person we would like to add a default user to workflows so it does not assign to the user that made the reservation but to the front office or reservations etc.
We still want to be able to put a signle person as assigne to the reservation but for the Details workflow to be directed to the conference.
Katie Knight
Merged in a post:
Ability to preassign tasks in a workflow before initiated to multiple staff member
J
Jacques Claassens
It would be great to pre-assign tasks in workflows to different staff members. My team are currently having to do this manually and it is time consuming
Katie Knight
open
Katie Knight
in progress
Some exciting enhancements to Workflows are currently being developed! The first update is around re-assigning Workflows. Read about it here. We'll continue to update you as further enhancements are released.
Katie Knight
under review
Katie Knight
open
Katie Knight
Merged in a post:
Assign multiple people to a task
C
Cam Szarapka
Norma wanted the ability to make other people aware of a sales call she had going on today and have it show up in their daily task/event summary.