Tasks & Workflow

Within a workflow you come across times you have to create a new task that is outside the work flow. an example of this could be you are onboarding a client, then you have to set up a new tax. If you leave it within the onboarding workflow you may...

It would be helpful that the Cloud Software appear on the tasks Bookkeeping/Accounts/VAT and Management Accounts.

It would be useful if you could add/move/click/drag/insert subtasks groups and subtasks with more flexibility. For instance, when adding a new subtask or group, it would be great if you could insert the new item above or below and existing subtask...

Currently you can complete a price under the service in the services section on the client folder. This appears in the task. I would Like the combined Pricing to appear. If I put a price of account at £100, and payroll at £50. The only price appea...

We do a notification when a workflow reaches the next person in the flow. We have to do this manually. It would be good to be able to pick a template of automate a notification i.e The accounts are ready to review to the next person in line, Simil...

At present when you do a workflow you can select an e-mail in the sequence. The choice of templates for this e-mail comes from the canned section in templates. The problem with this way of doing it, is you have to have place holders for the workfl...

#With in the workflow. Not all section need to be completed. If you have a hide function depending on an Yes/No answer earlier in the Workflow. So in onboarding Workflow, You can have a question saying if VAT is required (Yes/No). If it a Yes, the...

I need to be able to remove the repetitive monthly tasks from the task list without having to filter.. most importantly the PAYE as it always takes up pages of the next task but the frequency of its repetition and the space it takes up prevents me...

Seeing who created the task in your task list would be useful.

Currently it is not possible to use Client Variables in Tasks Breakdown templates to populate information such as addresses and period ends in manually generated tasks.