Tasks & Workflow

Can you add a a facility to mark new tasks as private for your own personal use

To have the option to generate star recurring task would be helpful.

The system only recognises the names of clients, not their internal reference number, which creates confusion because the wrong task can be attributed to the wrong person, due to not being able to search for the internal reference number/unique re...

Would it be possible for the team to add in the period *start* date as a variable so we can communicate with our clients more clearly? Example:“Please provide us with bank statements for the period between 1st January 2020_(period start)_ – 31st D...

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...

We are looking at using BM Workflow to deal with our onboarding processes.It is currently controlled by an unwieldly spreadsheet. For this to work we need the ability to report on all clients within the onboarding workflow and to see at what stage...

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...