Tasks & Workflow

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.

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...

We can complete tasks in bulk and we can reassign tasks in bulk - could we not amend status of tasks in bulk too please? (or add bulk progress notes)

On the overview page it shows the "Task Progress Overview". however there is no way to client and understand where which data comes from, and what specific clients this information relates to.

Under Accounts setting/Task Target Dates : you have to do a globe choice for X days after 'Records Received', X days after 'Period End', X days before 'Deadline' It would be better to pick the choice of configuration per services not Globally. Exa...

BrightManager is not great for Scheduling across a whole year as the next Task is only created when the last one is completed. E.g if a client has a VAT Task for Q1 25 we only have 1 Task for that year. BrightManager should be able to provide a re...

It would be useful to see all the subtasks groups appearing when clicking on a task instead of just the current live subtasks group. This would be useful for lengthy workflows such as onboarding or accounts preparation tasks if several staff are i...

It would be useful to be able to see a personal dashboard, perhaps in the overview menu, with all your allocated tasks/subtasks by category of services (accounts, bookkeeping, payroll, other) and that can be configured by either client a-z, deadli...

To be able to mass select tasks and mass change the target dates

Would be helpful to have 3 different star colours that can prioritise the star task. Red : Priority 1Amber : Priority 2Green : Priority 3