Tasks & Workflow

When a client signs a document the task process should be updated to that it has been signed by the client rather than looking our for the email and then manually going into the client/task to update this.

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily

Allow documents to be uploaded as part of a workflow step/subtask

The following idea would be very useful especially for long workflows, when several staff members need to complete subtasks on a workflow, and when there is not necessarily a chronological order of subtasks groups to be completed. For instance, fo...

When you've made changes to a task, it can create a new tasks but keep the old task with a red 'delete' option in the middle of the task. It would be good to search all tasks available for deletion to review and delete these in bulk as they still ...

We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...

I want the ability to create custom workflow group titles to help keep my practice more organised.

Being able to attach a document whilst creating a task instead of having to go back in and add it afterwards would be really useful.

Add a field to flag clients by priority and be able to filter them so you can see the priority tasks.

Add the option to allow multiple tasks to be created for a service (per client). Example use case: Task is overdue (or not completed) in time prevents the trigger of the next automation email. A simple workaround could be to include an option on t...