Tasks & Workflow

At present the Account Preparation task is generated with the final CRO B1 annual return date as the deadline date. There is no option to change the deadline date, such as for regulated entities whose accounts needed to be signed off within six mo...

When I select to filter tasks by Accounts Irish it shows me both the Accounts Preparation and CRO deadline task. There is no build in option to allow me to only see the Accounts Preparation task

When creating a recurring task the only date options are to enter the task creation date, and the days until the deadline. It does not allow you specify the deadline date, say 30th of June. Specify deadline would be more useful that having to calc...

Currently the Task list shows the client, task, progress and deadline. Being able to add the main contact name to the list gives the advantage that when reviewing the list of outstanding tasks to be completed you may not recognise the company's na...

Please add staff colours to the staff deadlines drop-down list on the dealine calendar so that there is a visual representation of who has deadlines coming up.

Hi there. We would very much like and would find it very useful to be able to use the 'Description Field' in the Recurring Tasks program. At the moment, when you click on recurring tasks, the list of all the tasks appear and a 'description field' ...

It should be possible to have more than 1 person assigned as a 'Staff Task Monitor'. For example, I would like to assign the 'Staff Task Monitor' to 1 of my employees, so that the tasks show up on their task list, but also would still like to have...

Hello there. Would it be possible to add fields to the tasks advanced search? Our practice would benefit from having a frequency field in the advanced search. For instance, we would like to be able to filter bookkeeping tasks which are monthly, qu...

I understand I can only add a task to an incoming e-mail. It would be useful to be able to add a task to an outgoing e-mail. I might want it to be followed up in, say, 14 days, etc.