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Workspace PS Web App & Platform
Categories Workflow
Created by Ricci Stevens
Created on Dec 16, 2019

RELATED IDEAS

Add Default Role to Courtesy Copies

Ability to add a default User/Role to Courtesy Copies in addition to Assignment. Owners Reps often want to be copied on all RFIs, being able to set this in the workflow when assigning the default assignee would be beneficial.

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  • Michal Kropiewnicki
    Reply
    |     Jul 12, 2024

    Please make this a priority, it will save us a lot of time and standardize our workflow.

  • Casey Schick
    Reply
    |     Mar 27, 2024

    Also include default assignee's and/or CC's for work completion and punchlist items too. i.e. The Superintendent needs to be copied on all opened items.

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