Tasks & Workflow

Mark a sub task as a 'blocker' preventing other tasks from being completed until the task is completed

Add user level permissions to: Restrict Access to Workflow Manager Prevent users from creating Workflow Templates Prevent users from making global changes to Workflow settings Prevent users from making changes to Client level Workflow settings Res...

Other Progress options would be "Filed", "Submitted", "Account on Hold" etc

It would be useful to be able to use more task statuses for non-service tasks. At present, the only task status available to users is 'In progress'. More non-service tasks statuses could either be user defined or service tasks statuses could be ma...

When i tick a task for completion, the entire line moves, and the whole task deadline is unnecessarily large, it should be more compact and easy on the eyes.

Ability to group tasks together on the task list, eg. partnership accounts and the tax returns for the partnership and partners so they all appear on one line on the task list rather than multiple lines which aren't together.

When this is updated in the Recurring Tasks list, it is easy to filter and update the Tasks list rather than looking into the detailed information.

Currently we have to download everything but we want to look at the time on 1 job for 1 client, we have to download time for everyone and then filter by the client we are looking for and remove the rest of the data out.

Draft accounts cannot be sent to Comoaies House !!!

It would be useful to add to the tasks filter a worfklow calendar filter. For accounts preparation tasks, we use workflows and some worfklow deadline dates are sometimes 4 to 5 months before the actual clients' accounts filing deadlines. So having...