Workflow Bulk move

Hi there,

From what I understand from the guest's idea, this is an issue we also have in our practice.

When tasks are generated by the system and a dedicated or standard workflow is allocated to a staff member, if you then re-allocate the task from that staff member to another, the workflow subtasks are still allocated to the original staff member. If the workflow template is programmed to have the workflow subtasks to 'task assignees', then the system should automatically move the subtasks from the old task assignee to the new one. The old task assignee should no longer see that task in their tasks list anymore. That would be an improvement.

Another improvement would be to be able to 'bulk' select/deselect all subtasks and if necessary allow to select particular subtasks, from one assignee to another, and also be/able to bulk edit the workflow deadline dates of subtasks groups.

At present, when re-allocating tasks, with workflows or not, the system does not give you the opportunity to re-assign the task permanently. It would be great to have the option to re-assign the task permanently or to re-assign the task on an ad-hoc basis. The same should apply for workflow subtasks groups and follow the same logic as re-assigning tasks.

Last but not least, and this would be a major improvement, if tasks are generated by deadlines by BM, if the deadline changes, the old task appears with 'Delete'. All the progress on the workflow from the original task is lost as the new task does not carry it across for the old task. An example of where this is a let down, is accounting preparing tasks generated by accounts deadlines. It can happen that for one reason or another, accounting periods are extended/shortened, when this happens and there was progress on the workflow, everything is lost. There should be a way to carry the workflow progress from the old task to the new one.

I hope this helps.

Please let me know if you need more feedback.

Many thanks,

David M