Feature Requests

In our planning process, we need to confirm with the client Food, Flowers, DJ, etc on different dates, so it will be great to be able to set workflows based on these "due by" dates.

When I move a booking from one status to another (i.e. from a tentative to a definite status) I would like the option to automatically apply specific task workflows to that booking. For example, when it moves a definite I would like it to trigger tasks to: check deposits, verify rooming lists, confirm guaranteed attendance, etc. Right now, I need to remember to manually apply those workflows.

When a task is added via a workflow, it doesn't automatically add a reminder, so we have to go into each task & manually add it, which is almost as time consuming as adding the task from scratch & defeats the purpose of using the Workflow. Having the ability to choose a reminder on the task on the Workflow template would be helpful

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

When using the Workflow action send email, the email sent never actually includes the {{document.htmlUrl}} or {{invoice.htmlUrl}} that is within the email template. Make it possible so that the appropriate Document and/or Invoice will pull into the merge field. There are often many Documents and Invoices on a Booking & there'd need to be a way to choose which ones need to be linked to which email.

Would be great if we could easily clone/duplicate tasks

Right now, if a read only user has a task assigned to them. they cannot mark them as completed. We would like them to be able to do that.

I would like to be able to set my tasks to be recurring. Ideally, I could build a task, check a box for "recurring" and set a cadence for recurrence (i.e. Weekly, monthly, every 6 months, etc.). This should be possible from the Task list when associated to a Booking/Contact/Account but also if a Task is added without being associated to any of these (eg for an internal meeting I need to remember).

It would be great if workflows could automatically be added onto bookings within certain paramaters (eg from intake forms) to auto send a welcome email with a brochure attached with pricing etc - instead of making the client wait until you're in front of the computer. Another reason is so tasks can automatically be created for my staff can follow up on items, instead of waiting for me to manually add the workflow to the Booking.

I'd like to see workflows/automations triggered when a stage is updated. It doesn't seem like it would be too hard to match that status change with a workflow. Workflow would be adding tasks as well as automated emails. Example, when stage is set to event complete, send email with survey link and put in a task to close the file. Another task to follow up a week later and finally a task to close out the booking! In addition to those being able to send an automated trigger if a booking has been in a certain stage for a set number of days. Eg Stage "follow up sent" if the booking is still in that Stage for 7 days, send another follow up email.