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Networx Internal Ideas Ideas Portal
Created by Hannah Turk
Created on Jul 25, 2023

Mark tasks as not required in offer process

Majority of our clients find that there is no 'one size fits all' approach to offers/onboarding, and we often either have to build multiple workflows with varying tasks or one workflow where they pick and choose what tasks are to be completed. This means there are either lots of workflows to be maintained, or lots of tasks sitting on clients dashboard as incomplete when really they have just been skipped over


If we could have a button for 'Task not needed' within each task, this would be a great solution for an issue many clients report


Thanks!

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