Tasks & Workflow

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.

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...