Allow changing ordering of tasks on workflows | Tern Feature Requests

Allow changing ordering of tasks on workflows

under review

Golden poppy Amphibian

It would seem that there should be a way to reoder the tasks in a workflow in your library without basically having to start all over again.

Allow advisors to drag and drop the order of tasks in the workflow.

Created by David Shull

July 14, 2024

Autopilot

Merged in a post:

Allow Manual Reordering of Tasks Within Workflows

Specified Hummingbird

I use workflow tasks as a step-by-step checklist, and many of my tasks are intentionally due on the same day. Currently, Tern automatically sorts tasks by due date, so when several tasks share the same due date, I cannot control the order in which they appear.
It would be extremely helpful to have a drag-and-drop or manual ordering option within workflow templates so advisors can arrange tasks in the actual order they complete them without having to artificially change due dates just to control the display order.
For example, in my Booked Client workflow I want to verify the booking first, set payment deadlines second, confirm travel protection third, add destination requirement tags fourth, and then send the booking confirmation. All of those tasks are legitimately due the same day, so changing the due dates just to force an order would make the workflow less accurate.
A manual task-ordering option would make workflows much easier to follow and use as a true checklist.

September 10, 2026

Teal blue Crayfish

Same with Automations please. It is so confusing to look at your tasks and automations and understand what is happening when they are all out of order. Even when given a numerical code that would put them in order they are still all mixed up.

Gray Ptarmigan

I have numbered my task list to keep it in order, but it's such a pain to update my workflows. It would be great like others have mentioned, if there can be a drag and drop feature based on our desired ordering.

Chemical Deer

I would also like to add being able to reorder automations too. Under My Workflows, I have labeled my tasks and workflows 01. 02. etc so they will be in order but they is always an outlier. I have a list of 11 numbered tasks and #01 is the last on the list and the list starts with 02. Same thiing with automations under the same workflow.

Gray Starfish

Absolutely! This would be most important at a workflow level - our workflows change all the time, we are always tweaking to make improvements. Also, even though I built the attached workflow in the order I would like to see it, Tern reordered steps 10 & 11 because they are due on the same day. I labeled them and uploaded them in order but they display incorrectly.

In addition, some trips might need a different order because of various scenarios so it would be great to be able resort tasks on a trip level as well. Sometimes we have ad hoc tasks to add in so it would be great to drag and drop where it belongs in our workflow. I realize that we can sort by date once imported in a trip but if several tasks are due on the same day, sometimes the order those tasks are performed matter.

Autopilot

Merged in a post:

I'd like to be able to reorder the tasks in the workflow. I entered it in as I wanted to have it but the system has it out of order and I can't seem to put it how I want it.

Fern green Shrimp

December 10, 2024

Juniper Trout

To be able to drag and drop these would be wonderful.

Juniper Trout

Yes, please. Really need a drag and drop feature. I purchased a workflow, and when it copied, it was out of order. I don’t know how to easily rearrange it without totally redoing it?

The status was updated to

under review

July 14, 2024

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