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Address Workflow Module Functionality and Visibility Issues

Summary: This feature request aims to address functionality and visibility issues within the Workflow module, particularly concerning the "Assigned To" column and notification settings.


Intended Outcome:

  • Ensure all elements on the Workflows pages are functional and intuitive.

  • Improve the usability of the "Assigned To" column and notification settings.

  • Enhance user experience by making the workflow notifications clear and actionable.

Benefits:

  • Increased efficiency and clarity for users interacting with workflows.

  • Better management of tasks and notifications within workflows.

  • Enhanced functionality leads to fewer support issues and a smoother user experience.


Suggested Enhancements:

  1. Assigned To Column:

    • Current Issue: There is no way to populate the "Assigned To" column via form submission or post-creation editing.

    • Proposed Solution: Enable functionality to assign users to workflows either during form submission or through subsequent edits.

  2. Dashboard Reminders:

    • Current Issue: It's unclear where dashboard reminders are being displayed or who they are shown to. There is also ambiguity around what constitutes a dashboard reminder.

    • Proposed Solution: Clarify the term "Dashboard Reminder" and ensure reminders are directed to specific users. A suggestion is to rename it to "Create Task" and integrate it with the task module, which has a notification badge.

  3. Phone Notifications:

    • Current Issue: Without a way to assign a user, phone notifications currently do not function as intended.

    • Proposed Solution: Ensure that users can be assigned appropriately so that phone notifications are directed to the intended recipient.

Status: In Review

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