Task Management - Disappearing and Reappearing Client Card
K
Kyle Fallon
In Redtail when using activities, you can "push" them forward by changing the start date of the activity. When this happens, the activity disappears from your active queue of tasks and reappears in it when the new start date hits. Our group uses the "My tasks" view and sets alerts to remind them when they need to go back to a certain workflow. it appears though that even when setting the alert, the client card still shows up in the "my task" view even though nothing needs to be done with it. Is there a way to make it so that if you set an alert for the next step in the future that the client card disappears from you task queue and reappears on the day you set the alert for. This would significantly clear up clutter on my task page.