Sorry, we don't support your browser.  Install a modern browser

Assign workflows in Client Portal with a due date or time period#154

With the new ability to assign workflows to End-Users, it would be great to be able to assign workflows with a specific time period to be able to plan a client journey.

For example, in divorce proceedings or Personal Injury processes, to have specific workflows available from a specific date only, so that the client knows in which order he/she is expected to complete some intakes, and with a due date for completion.

3 years ago