View Upcoming Tasks in Workflows
When viewing the tasks under a specific client record you can only see due or late tasks. It would be helpful to see future tasks in the event they are completed ahead of time and so can be marked complete.
For example, I might move a task on to a future date waiting for a response from a client/provider which comes sooner than expected.
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Comments1
Jo Wall
May 12, 2025
I totally agree, as well as being able to see what the triggered task that is lined up is. So you know what will be triggered (if anything) when you complete the current task.