Tasks & Workflow

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.