Tasks & Workflow

Problem: You know what needs to be done but don't know when to do it based on availability or what to prioritise. Solution: Like with the deadline calendar and target date calendar, an option to link a task to a 'Diary/calendar' selecting start da...

It would be really nice if you could add a feature that lets us park tasks temporarily, so they’re hidden from the main list. That way, the task list stays neat and clean, and we can still review any tasks that have been parked when needed.

I would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'client name' field in task filters? Many thanks, David M

Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For j...

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?

I keep asking/pleading would it be possible for the developers to enable the General Notes for Payroll service tasks to be visible in the new view task list, they used to be visible as a pop up in the old view task lists, if you hovered over the “...

It would be very helpful if, instead of the standard notification system that is in place (which seems to notify you around 1 day before a task becomes due, you could set up when you want to be notified by the system of upcoming tasks. For example...

When a client signs a document the task process should be updated to that it has been signed by the client rather than looking our for the email and then manually going into the client/task to update this.

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily