Tasks & Workflow

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)

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...

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

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.

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

Do you have the capacity to send sms messages or emails to clients letting them know the status of a job each time it moves on?

Is there a way that tasks don’t appear for clients that are prospects? Seems to clog up the list when we can’t work on them yet.