Ability to trigger a workflow against a Plan
Currently you’re able to trigger a workflow against a Case and Client, but not against a Plan… Despite the fact you can add a task to a Plan.
It would be helpful to be able to start a workflow against a plan too.
Area of the system
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Upvoters
Status
Planned
Board
💡
Feature Request
Tags
Workflow
ETA
Apr 30, 2026
Date
5 months ago
Author
Gary Rogers
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Upvoters
Status
Planned
Board
💡
Feature Request
Tags
Workflow
ETA
Apr 30, 2026
Date
5 months ago
Author
Gary Rogers
Subscribe to post
Get notified by email when there are changes.