Tasks & Workflow

At the moment when you filter by staff it will include tasks where the assignee is someone else, but keeps on the task list because of who the client manger is, the task list should be able to filter by assignee if thats the case we need to be abl...

Hi there, Currently, workflow details description fields have a character limit of 255 characters. Sometimes, some users need more.... Working in an accounting practice can be a confusing for some just like me, whom need to have it explained to th...

When a task in the workflow is completed it is assigned to a stage in the Work Progress, ie Sent for review = To Review

It would be useful to be able to update the job stage when you are filling in time on the timesheet.

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...

filter for a workflow step on the task list

Currently, when a task is completed, the notes do not carry over to the new task. Each new task starts with a blank notes section by default. If you need previous notes, you would need to manually add them to the new task, this would be useful if ...

It would be good for the Managers to get a notification of end of year accounts a couple of months after the year end so they can give the client a nudge. We do no use automated emails to client as we prefer a personal touch from our Manager liste...

At the moment when you create a task from your notifications, that task stays in your notifications and you have to manually archive it. I think it would be a good idea for that Task to automatically be archived once the Task has been created. Thi...

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.