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Tasks & Workflow

    Workflow - jump/hide non required section and a yes/no Question option

    #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...
    Guest over 3 years ago in Tasks & Workflow 0

    I need more manipulation over the task list - need to remove PAYROLL

    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...
    Guest over 3 years ago in Tasks & Workflow 0

    Field Showing Who Created Task

    Seeing who created the task in your task list would be useful.
    Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0

    Use Client Variables in Task Breakdowns

    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.
    Miriam Sackie-Mensah over 3 years ago in Tasks & Workflow 0 Will not implement