Require completed to-dos before a record changes status

What is the challenge?

• Teams cannot require completion of a record's to-dos before users move it to the next status.

• Required fields by status help teams capture information, but they do not enforce completion of the activities documented in to-dos. These activities do not always require a workflow approval or a workflow approval may be too-heavy.

What is the impact?

• Product managers can submit records for review before completing the supporting work, such as documenting impacts on other teams or systems.

• Teams rely on a required fields to confirm that they completed the to-dos, but they can update this without completing the to-dos. This adds manual work without verifying that the to-dos are complete.

Describe your idea.

• Add a workflow setting, similar to required fields by status, that requires all to-dos attached to a record to be complete before it moves to a specified status.

• When a user attempts the transition with incomplete to-dos, keep the record in its current status and explain why the transition is blocked.

• Show the outstanding to-dos so users can identify and complete the remaining work, then retry the status change.

• Keep this setting independent of workflow approvals so teams can enforce completion of activities that do not require formal sign-off.